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About
RIA Advisors

Advice from
people who do the work.

Based in Houston, Texas, RIA Advisors is a wealth management firm built around a straightforward idea: the people giving you advice should know the details behind it.

We conduct the research, build the financial plans, and make the investment decisions. That hands-on approach gives us a clear view of your financial life and allows us to give you straight answers and clear recommendations.

As a fiduciary, we act in your best interest, with no product quotas and no predetermined answers. We stay close as your goals, your life, and your financial plan change.

Our Firm
By The Numbers

2009

year founded

25+

team members

~$1.8B

assets under management

*as of 12/31/2025

100%

fiduciary advice

As Featured In

What you can expect

We believe good advice comes from knowing the details. That means doing the research, building the plan, and staying close enough to know when something needs to change.

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Our research is done in-house, and our investment strategies are built by the same professionals responsible for managing client portfolios and financial plans.

Our team includes professionals with more than 30 years navigating bull markets, bear markets, recessions, and recoveries. That experience shapes the research, planning, and investment decisions we make for clients today.

Success is measured by whether you are on track to retire when intended, support the life you want, and leave what matters behind.

The Real Investment
Show

The Real Investment Show puts our research and thinking out in the open. Our founders provide timely market analysis, straightforward commentary, and financial education based on the same research that informs our work with clients.

It is another reflection of how we work: do the research, understand the details, and communicate what we think clearly.

9-15-26 10 Money Moves to Make Before Year-End

The Real Investment Show

9-15-26 10 Money Moves to Make Before Year-End

September 15, 2026 · The Real Investment Show

The end of the year will be here before you know it. What financial moves should you make now instead of waiting until December?

Lance Roberts and Jon Penn look at 10 important year-end financial planning decisions to consider before December 31, including tax planning, Roth conversions, required minimum distributions (RMDs), qualified charitable distributions (QCDs), retirement plan contributions, and charitable giving.

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