RIA Advisors
Houston-based registered investment advisor managing $1.6B in AUM, offering portfolio management, retirement planning, tax-efficient investing, insurance, and benefits services to high-net-worth individuals, families, family offices, and institutions in Texas, supported by a content-led platform and SimpleVisor.
- Company typePrivate
- Founded1994
- HeadquartersHouston, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What RIA Advisors does
RIA Advisors is an independent, Houston-based registered investment advisor operating a wealth management platform that serves individuals, families, high-net-worth clients, family offices, retirement plans, and institutional investors across Texas. Founded in 2009 (with professionals tracing their work to 1994), the firm manages $1.6 billion in assets under management and offers a comprehensive advisory stack spanning portfolio management, investment strategies, income solutions, tax-efficient investing, 401(k) management, retirement financial planning, Medicare planning, Social Security maximization, retirement income distribution, insurance planning, and corporate benefits solutions. Underlying the advisory offering is a content-driven platform built around original research including the Bull Bear Report (weekly), Daily Market Commentary, the RIA E-Guide Library, the Real Investment Show (YouTube/podcast), and SimpleVisor — a self-guided investor research sub-brand — plus Thematic Portfolios covering AI, infrastructure, crypto, gold, and data centers.
The firm generates revenue through recurring AUM-based advisory fees capped at 1.25% (industry average is approximately 1% annually, with fees typically stepping down at higher asset levels), supplemented by SimpleVisor subscription revenue and insurance/benefits commissions. Distribution is sales-led but heavily mediated by content: blog, daily/weekly email newsletters, YouTube, podcasts (Soundcloud/Spotify), social media, and live StreamYard webinars (Candid Coffee) feed top-of-funnel engagement, with consultations closed through website forms and phone (855-742-7526). The investment team is led by Chief Investment Strategist Lance Roberts (30+ years portfolio management experience) and includes Michael Lebowitz, Richard Rosso, and Eric Theriot; Connie Mack is identified as Founder, CEO, and President.
In March 2026, Accelerated Wealth Partners made a strategic investment in RIA Advisors backed by a $200 million capital commitment from J.C. Flowers & Co. at the holding company level, positioning the firm to scale its Texas high-net-worth franchise, broaden into tax/trust/estate family-office services, and pursue M&A while preserving a boutique service model.
RIA Advisors firmographics
Firmographics- Name
- RIA Advisors
- Legal name
- RIA Advisors
- Website
- https://realinvestmentadvice.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Houston-based registered investment advisor managing $1.6B in AUM, offering portfolio management, retirement planning, tax-efficient investing, insurance, and benefits services to high-net-worth individuals, families, family offices, and institutions in Texas, supported by a content-led platform and SimpleVisor.
- Ownership category
- akta.pro rank
RIA Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where RIA Advisors is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RIA Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees (AUM-based): Advisory fees are structured as a percentage of assets under management. The maximum fee structure disclosed is 1.25%. Industry averages are around 1% annually, with fees often declining at higher asset levels.
- Portfolio Management Services: Ongoing portfolio management services with active oversight, rebalancing, and tax-loss harvesting, charged on a recurring AUM basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Maximum fee structure capped at 1.25% |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
RIA Advisors product offering
Product offeringCore offering
RIA Advisors is an independent registered investment advisor that provides wealth management, investment advisory, and portfolio management services to high-net-worth individuals, families, retirement plans, institutions, and endowments. Core offerings include portfolio management, investment strategies, income solutions, tax-efficient investing, 401(k) management, retirement planning (including Social Security and Medicare planning), insurance planning, and corporate benefits solutions, complemented by the SimpleVisor self-guided investor research platform.
Product overview
RIA Advisors operates as a unified wealth management platform offering a comprehensive suite of investment and financial planning services. The core offering centers on Portfolio Management, Investment Strategies, Income Solutions, Tax Efficiencies, and 401(k) Management, supplemented by retirement-focused services including Retirement Financial Planning, Medicare Planning, Social Security Maximization, and Retirement Income Distribution. The company also provides Insurance Planning and Benefits Solutions for employers. Content and research resources include the Bull Bear Report (weekly market commentary), Daily Market Commentary, the RIA E-Guide Library, the Real Investment Show (YouTube/podcast), and educational events like Candid Coffee webinars. SimpleVisor serves as a self-guided research platform for independent investors. Thematic Portfolios offer actively managed sector-specific investment options. The business model combines fiduciary advisory services with educational content distribution, serving individuals, families, high-net-worth clients, family offices, and institutional investors across Texas and nationally.
Differentiator
Problem solved
Functional benefit
Brands
- SimpleVisor: Self-guided investor research site from the Portfolio Managers at RIA Advisors offering features necessary for day trading, supplemental research, and long-term investing.
Products and services
- Portfolio Management
Quantifiable outcome
- Max fee structure of 1.25% (below industry average of ~1%)
- +1 more outcomes
Companies that use RIA Advisors
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
RIA Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
RIA Advisors partnerships and signals
Strategic signalScale indicators4 records
Recent moves7 records
Expansion highlights6 records
RIA Advisors competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest US independent broker-dealer/RIA custodian, supporting thousands of independent advisors. Comparable as a broad incumbent providing the technology, custody, and compliance backbone that RIA Advisors and its competitors rely on for scale.
- Charles Schwab (Schwab Advisor Services): Major custodian and the dominant back-office partner for independent RIAs in the US, with growing direct RIA services. Comparable as a broad incumbent defining the operational and competitive infrastructure within which RIA Advisors operates.
Emerging players
- Facet Wealth: Tech-forward flat-fee RIA serving mass-affluent and HNW clients with virtual financial planning. Comparable as an emerging private-market RIA innovating on fee structure and digital delivery — represents both a peer and a competitive threat to traditional boutique RIA models.
Direct peers
- Edelman Financial Engines: One of the largest US RIAs, combining independent investment advisory with retirement plan services for individuals, families, and plan sponsors. Directly comparable as a full-service RIA offering portfolio management, financial planning, and 401(k) administration — a service mix nearly identical to RIA Advisors.
- Buckingham Strategic Wealth: Mid-size independent RIA (~$40B+ AUM) serving HNW individuals with fiduciary wealth management, tax, and financial planning. Directly comparable as a PE-backed (Genstar) full-service RIA emphasizing content-driven client acquisition and individualized planning.
- Focus Financial Partners: Leading partnership platform for independent RIAs and wealth management firms, also backed by private equity prior to public listing. Comparable as the dominant consolidator of independent advisory firms — the strategic model that AWP/J.C. Flowers is replicating at smaller scale for RIA Advisors.
- Fisher Investments: Large independent RIA managing ~$200B+ AUM for HNW and institutional clients, with high-profile media presence and content-led acquisition. Highly comparable to RIA Advisors' playbook of pairing branded market commentary with AUM-based advisory services.
- Carson Group: Growth-oriented RIA and advisor-support platform serving HNW clients with comprehensive planning, retirement, and investment services via both direct and partner-advisor channels. Comparable as an PE-backed RIA scaling through content, advisor affiliation, and acquisitions.
- Creative Planning: Large multi-family RIA managing ~$300B+ AUM with comprehensive wealth management, tax, estate, and retirement planning services for HNW and institutional clients — a directly comparable full-service RIA platform that has executed an aggressive acquisition-driven growth strategy, similar to the path RIA Advisors is pursuing.
- Mariner Wealth Advisors: National RIA platform (~$100B+ AUM) acquired by funds affiliated with Lee Equity, offering comprehensive wealth advisory and family-office services including tax, trust, and estate. Directly comparable in that it built scale via PE-backed M&A roll-up across US geographies — the exact playbook AWP/J.C. Flowers is applying to RIA Advisors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
RIA Advisors social profiles
Digital presenceRIA Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
RIA Advisors leadership team
Management profileNumber of profiles
Profiles5 records
RIA Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
RIA Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RIA Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RIA Advisors
What does RIA Advisors do?
RIA Advisors is an independent registered investment advisor that provides wealth management, investment advisory, and portfolio management services to high-net-worth individuals, families, retirement plans, institutions, and endowments. Core offerings include portfolio management, investment strategies, income solutions, tax-efficient investing, 401(k) management, retirement planning (including Social Security and Medicare planning), insurance planning, and corporate benefits solutions, complemented by the SimpleVisor self-guided investor research platform.
Is RIA Advisors a public or private company?
RIA Advisors is a private company. It is classified as private equity controlled and is currently operating.
When was RIA Advisors founded?
RIA Advisors was founded in 1994. It employs 1 to 10 people.
Where is RIA Advisors based?
RIA Advisors is headquartered in Houston, United States, in the North America region.
How does RIA Advisors make money?
Two revenue lines are on record. Advisory Fees (AUM-based) is the primary driver. The others are portfolio Management Services.
Who are RIA Advisors's main competitors?
Broad incumbents on record are LPL Financial and Charles Schwab (Schwab Advisor Services). Facet Wealth is listed as an emerging player. Direct peers are Edelman Financial Engines, Buckingham Strategic Wealth, Focus Financial Partners, Fisher Investments, Carson Group, Creative Planning and Mariner Wealth Advisors.
Does RIA Advisors have an API?
No public API is recorded for RIA Advisors.
What industry is RIA Advisors in?
RIA Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.