Ria Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Round Rock, TX. Its latest Form ADV filing, dated March 27, 2026, reports $126M in regulatory assets under management, 5 employees, 1 office, and 562 accounts.
Assets Under Management
$126M
Employees
5
Offices
1 office
Total Clients
241
Primary office
ROUND ROCK, TX
310 WEST MAIN AVENUE, ROUND ROCK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
210
2
HNWI
12.9%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 27, 2026
Discretionary73.7%
$93M
74% of total RAUM73.7%
Non-discretionary26.3%
$33M
26% of total RAUM26.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$126M
Total Accounts562
10Y AUM Change+$126M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.