RIA Stands for You

Experience a different kind of relationship

If you’ve reached the point where you want personal, highly customized financial guidance based on your goals, it may be time for an independent Registered Investment Advisor (RIA)

What is a RIA?

A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to clients, many of whom are affluent.

Many independent RIAs work with complex portfolios requiring highly customized investment management, strategy, and consultation.
Many independent RIAs are owned by the individual advisors who run them.
Many independent RIAs provide advice and services for a fee based on a percentage of their client’s assets.
RIA firms have a fiduciary duty to act in the best interest of their clients.

Benefits of working with a RIA

Tailored advice based on your goals
You know what you’re paying for
Fiduciary responsibility
Advice for your complex needs
A different kind of relationship

At Column Capital, we strive to provide you the highest quality financial advising experience we can by holding ourselves to a higher standard. One way we do this is by being a Registered Investment Advisory firm.

As “RIA Stands for You” confidently states, “Many independent RIAs work with complex portfolios requiring highly customized investment management, strategy, and consultation. They usually are owned by the individual advisors who run them, provide advice and services for a fee based on a percentage of their client’s assets, and have a fiduciary duty to act in the best interest of their clients.”

Column Capital feels that being a RIA firm is not simply about financial advice; A RIA firm provides you with the comfort that comes with knowing the important aspects of your life are being taken care of. Contact Us today to learn more.

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AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

*Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANYQUESTIONS: Column’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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