Have Ria, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 9, 2026, reports $161M in regulatory assets under management, 9 employees, 1 office, and 1 account.
Assets Under Management
$161M
Employees
9
Offices
1 office
Total Clients
<5
Primary office
PROVIDENCE, RI
333 WESTMINSTER STREET, SUITE 3, PROVIDENCE, RI, United States
Total regulatory assets under management$161Mas of March 9, 2026
Discretionary100.0%
$161M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$161M
Total Accounts1
10Y AUM Change+$161M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee—
10Y Employee Change+1 (+12.5%)
* 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.