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| RIA Services LLC
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|
|---|---|
| CRD # | 281520 |
| SEC # | 801-120760 |
| CIK # | |
| AUM | $276.1 M (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 262-226-2729 |
| Address | 1755 W Paradise Dr West Bend, WI 53095 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 440 | 161.8 |
| (b) Individuals (high net worth individuals) | 71 | 114.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 276.1 |
| By Discretionary | ||
| Discretionary | 1,173 | 276.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,173 | 276.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.1 | |
| Total | 1,173 | 276.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Friedlander Brenda S
✚
|
CA | 0.3 |
|
Harbor Island Capital LLC
✚
|
MA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |
|
Wilmington Capital Securities LLC
✚
|
NY | 0.3 |
|
Simplifi Inc
✚
|
CA | 0.3 |
|
Strauss Wealth Advising Inc
✚
|
AL | 0.3 |
|
Tradewell Securities LLC
✚
|
IN | 0.3 |
|
Legal Advantage Investments Inc
✚
|
0.3 | |
|
Charter Research & Investment Group Inc
✚
|
CT | 0.3 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.3 |