A complete list of active advisors currently associated with RIA Group, LLC

Warmer can help you find a great advisor at RIA Group, LLC or one who fits your needs even better.

RIA Group is a newly registered SEC investment adviser (initial registration in 2026) that discloses no assets under management or active client accounts as of its filing. The firm states it will serve individuals, high net worth individuals, trusts, estates, qualified retirement plans and business entities, offering personalized financial planning as well as discretionary and non‑discretionary investment management. RIA Group describes a client‑centric process that tailors portfolios to each client’s objectives and financial circumstances, and it may manage both individual and institutional portfolios including retirement plan consulting and selection of plan investment options. The firm says it will use a mix of fundamental analysis and, where applicable, third‑party quantitative research from Helios Quantitative Research, and it may employ mutual funds, ETFs (including covered‑call ETFs), equities, REITs and bonds consistent with client goals. Several operational features distinguish RIA Group from many peers: despite being newly registered with no active advisors or AUM, it discloses the ability to charge asset‑based, fixed and hourly fees and to select or coordinate other advisers and third‑party professionals for clients. The brochure also notes use of an institutional custodian platform, reliance on HQR research, that certain personnel are licensed to sell insurance and may receive separate commissions, and that the firm does not act as a private fund adviser or charge performance‑based fees.

To learn more about the advisors currently working at RIA Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.