Overview
Assets Under Management: $457 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
RIA ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152566), RIA ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
RIA ADVISORY GROUP, LLC is headquartered in DES MOINES, IA.
RIA ADVISORY GROUP, LLC serves 95 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, RIA ADVISORY GROUP, LLC offers portfolio management for individuals. View all service details ↓
RIA ADVISORY GROUP, LLC manages $457 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, RIA ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,009
Discretionary Accounts: 2,935
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 152566
Filing ID: 2028908
Last Filing Date: 2025-11-20 12:39:33
Website: 11