Fee-OnlyFinder

Ria Wealth Advisors, LLC

% of assets managed in Round Rock, TX

SEC registeredNo commissions reported

Call (512) 218-7993Send a messageMap ↗

Public-record details

Address
310 West Main Avenue, Round Rock, TX 78664
Phone
(512) 218-7993
Listed under
% of assets managed
CRD number
312072
Registration
SEC registered since 2021-02-22
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$126.5 million
Accounts managed
562
Clients reported (Form ADV 5.D)
241
Individual / high-net-worth clients
210 / 31
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-27

SEC registered investment adviser, CRD 312072, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Round Rock

Argent Wealth Management, INC.2251 Double Creek Dr, Suite 606 · Round Rock, TX 78664 · (512) 238-6883 · Financial planningCRD 135376 · % of assets, Hourly charges, Fixed fees · $172.4 million AUMSEC registeredNo commissions reportedClifton Myers Financial Advisory208 W. Bagdad Ave, Suite 5 · Round Rock, TX 78664 · (512) 218-8100 · % of assets managedCRD 132638 · % of assets · $2.2 million AUMState registeredNo commissions reportedDavis & Wehrle, LLC1104 S. Mays, Suite 105 · Round Rock, TX 78664 · (512) 346-1131 · Financial planningCRD 144572 · % of assets, Hourly charges, Fixed fees · $39.6 million AUMState registeredNo commissions reportedGreenbelt Investment Advisors, LLC100 E Main Street, Suite 101 · Round Rock, TX 78664 · (800) 617-3900 · Financial planningCRD 155704 · % of assets, Hourly charges, Fixed fees · $167.0 million AUMSEC registeredNo commissions reportedInked Investments1205 Rainbow Parke Dr · Round Rock, TX 78665 · (512) 786-0835 · Financial planningCRD 332181 · % of assets, Hourly charges, Performance-based fees · $901,000 AUMState registeredNo commissions reportedSymphony Retirement Partners LLC1 Chisholm Trail, Bldg 1, Suite 450 · Round Rock, TX 78681 · (512) 337-8060 · Financial planningCRD 300990 · % of assets, Fixed fees · $39.2 million AUMState registeredNo commissions reportedTnt Asset Management, LLC105 E. Main Street · Round Rock, TX 78664 · (512) 255-1600 · Financial planningCRD 153309 · % of assets · $174.9 million AUMSEC registeredNo commissions reported

All 8 in Round Rock →