RIA Advisors
RIA Advisors is a Houston-based registered investment advisory firm delivering fee-only wealth management and personalized financial planning to individuals, families, and business clients nationwide. Founded in 2009 by Chief Investment Strategist Lance Roberts, the firm is built on fiduciary responsibility, evidence-based portfolio construction, and fully transparent, conflict-free guidance. RIA Advisors provides technology-driven investment management, customized model portfolios, and thematic strategies designed to help clients navigate long-term market trends. Its comprehensive suite of services spans retirement planning, estate and tax strategy, insurance analysis, risk management, and employer-focused benefit solutions. The firm also produces widely followed educational content, including The Real Investment Show podcast and the Real Investment Report, a weekly newsletter reaching more than 100,000 investors across the country.
NOTABLE PRODUCTS
SimpleVisor – A self-guided investor research platform created by RIA Advisors, offering thematic portfolios, data tools, and insights designed to help individual investors improve their decision-making and align with long-term market trends.
The Real Investment Show – A weekly podcast hosted by Lance Roberts that explores macroeconomic themes, markets, investing strategies, and wealth-building ideas, reaching a wide audience of individual and professional investors.
Real Investment Advice – A subscriber-based weekly newsletter edited by Lance Roberts, providing market commentary, actionable insights, and investment ideas to more than 100,000 readers across the United States.
Bull Bear Report – A weekly research product that reviews market conditions, significant risk factors, and investment themes, helping readers navigate market cycles with a risk-aware perspective.
PRODUCTS & SERVICES
Portfolio Management & Investment Strategies – RIA Advisors offers customized investment portfolios and thematic model strategies built around macro trends, equities, income, and longevity-oriented investing.
Retirement & Income Planning – The firm supports retirement readiness through income generation strategies, social-security optimization, tax-efficient distributions, and legacy planning.
Insurance & Benefits Consulting – They provide advisory services tailored to business-owners and executives, helping integrate insurance solutions, employee benefit programs, and risk protection into broader financial plans.
Self-Directed Investor Tools – The firm offers SimpleVisor, a self-guided research platform that provides data, investor tools, and educational content to help individuals improve investment decision-making.
Business & Executive Services – Beyond individual wealth management, RIA Advisors serves business clients with benefits strategy, employer-sponsored retirement plan advisory, and executive investment planning.