You're signed outSign in or to get full access.
Ria Advisory Group LLC
RIA Advisory Group LLC is a registered investment adviser headquartered in Des Moines, Iowa. The firm was founded in Iowa and operates as an independent advisory group serving primarily individual clients, including both high net worth and other individuals, as well as pension and profit-sharing plans and corporate entities. As of March 2025, the company employs approximately 23 staff, all serving as investors, and provides discretionary and non-discretionary portfolio management across nearly 2,800 accounts, focusing on personalized financial advice and asset management for US-based clients.
Investment Strategy
The firm's investment strategy focuses on tailored portfolio management for individuals and select institutional clients, utilizing a discretionary approach for most accounts. RIA Advisory Group LLC constructs and manages diversified portfolios based on each client's risk profile, investment goals, and long-term financial objectives. The majority of client assets are managed on a discretionary basis, allowing the firm to actively adjust allocations in response to market conditions. The firm emphasizes a client-centric philosophy, prioritizing transparency, prudent risk management, and alignment with each client’s unique needs.
Latest 13F Filing Activity
Ria Advisory Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $340M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Ishares TR among other positions. Ria Advisory Group LLC reduced exposure to Invesco Exchange Traded FD T, Vanguard Instl Index FD, Vanguard Malvern FDS among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 10.76% | $36.6M | 66,379 | $543.44 | $551.64 | +$31.3M |
V VTI | VANGUARD INDEX FDS | 8.49% | $28.9M | 94,983 | $302.84 | $303.93 | +$27.5M |
B BND | VANGUARD BD INDEX FDS | 8.47% | $28.8M | 391,417 | $73.45 | $73.63 | -$259.4K |
O OEF | ISHARES TR | 7.96% | $27.1M | 89,011 | $304.11 | $304.35 | +$26.9M |
S SLV | ISHARES SILVER TR | 4.51% | $15.3M | 467,441 | $28.33 | $32.81 | -$257.5K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more