Partners and Affiliates

Trusted Advisors and Partners

RIA

RIA logo

RIA is an SEC registered investment advisory firm that was founded in 1987 as a Missouri corporation. RIA provides services to advisors that are looking for greater flexibility in helping their clients – more tools, services and scale. RIA has advisors throughout the United States and services more than 300 retirement plans and over 1,000 households that constitute more than $4 billion in assets.  RIA was listed as one of the fastest growing RIA firms in the country in 2013 by Forbes magazine1, and most recently they were listed as the 83rd largest RIA firm in the country by Financial Advisor Magazine2.

1The Top 50 Wealth Managers. (2013). Forbes. Retrieved 2016, from http://www.forbes.com/special-report/2013/top-50-wealth-managers.html#full_list 

2FA Magazine. (2015, July). RIA Survey & Ranking 2015 (Rep.). Retrieved 2016, from FA Magazine/Nuveen Investments website: http://www.fa-mag.com/userfiles/2015_FA_Issues/July_2015/RIA2015_Ranking_Online3.pdf