RIA SYSTEMS PRICING
Your Strategic Partner for Predictable Growth
At RIA Systems, we are more than just a support firm—we are your strategic partner in building and optimizing a successful practice. An engagement with us provides direct access to professional RIA management consulting backed by over 50 years of collective experience serving more than 50 firms nationwide. It is rare that we encounter a challenge we haven’t solved before; let us leverage that expertise to streamline your back-office and compliance, ensuring your firm runs at peak efficiency while you focus entirely on your clients.
As an independent financial advisor, your primary focus should be on your clients and growth, not on the complex burdens of compliance and administration. RIA Systems provides a comprehensive, partnership-based solution designed to handle those critical functions for you. We offer our full suite of services to advisors nationwide, replacing operational headaches with the peace of mind that comes from having an expert partner. Our transparent pricing structure is designed for one purpose: to give you all the tools you need to run your firm efficiently and confidently.
Your Complete Operational Partner
This isn't just RIA back office outsourcing; it's a full operational partnership. From portfolio software administration and fee billing to account setup, we manage the entire workflow. Forget staffing challenges and steep learning curves—we provide the continuity and expertise you need to operate seamlessly from day one.
Unwavering Compliance Confidence
Navigate the complex regulatory landscape with confidence. Our team acts as your dedicated RIA compliance consultants, managing everything from ADV updates and regulatory filings to ongoing compliance monitoring services. We handle the details and prepare you for audits, ensuring your firm is built on a solid, tested foundation.
A Fully-Loaded, Integrated Tech Stack
Stop overpaying for piecemeal technology. Our fee includes the essential, integrated tech stack your firm requires. This covers secure cloud-based storage, high-level billing and performance software, and compliant email archiving. It's all managed for you, ensuring your systems are efficient, secure, and always on.
Expertise from Launch to Scale
Whether you are launching a new firm or optimizing an existing one, our experts are with you at every step. We provide comprehensive firm setup consultations and transition support, allowing you to bypass common pitfalls. As you grow, our partnership scales with you, providing the strategic support you need to advance.
What our customers are saying
All-In-One Support
"RIA systems provides me with an integrated, all-in-one back office support and compliance solution for my private practice, just what I was looking for! RIA systems allow me to focus on my business and helping my clients, while they take care of the complexities of regulation and compliance."
- Ryan Skinner, President/Elite Financial Inc., Client Since 2017
Streamlined Processes
“The transition process for breakaway firms like ours can feel overwhelming, but RIA Systems made it seamless. They guided us through every milestone step by step, lifting a significant burden off our shoulders. Today, they are an integral part of our operations—supporting us with reporting, compliance, filings, and ongoing maintenance. Their team is dedicated, proactive, and truly invested in our success. We’re excited to continue growing our firm with RIA Systems by our side.”
- Ben Carter, CFP, Partner, Mooney Financial, RIA Systems Client since 2024
Perfect Fit For Going Solo
“I learned about RIA Systems, while talking with another RIA owner during a Schwab event. It was the last piece I needed and perfect fit for my going solo RIA. They helped with transitioning client accounts, handle the setup and processing of billing/performance statements, and have been integral in handling three state audits with me. Without RIA Systems, I doubt I would have ever launched my firm. It leaves me time to do what I do best, work with my clients!”
- Kim Miller, AIF, Viewpoint Advisory, RIA Systems Client since 2019
Focus on Your Clients, Not Your Back Office
At RIA Systems, we believe in transparent partnership, not a-la-carte confusion. Our comprehensive fee structure is designed to provide the support, technology, and expert guidance your RIA needs to thrive. Let's build a more efficient and profitable future for your firm together.