RIA Advisors
TL;DR
RIA Advisors, a dba of Clarity Financial, LLC, has operated as an investment adviser since 2009 and provides asset management and financial planning to individuals and small businesses.
$1.8 billion
Regulatory AUM
As of ADV filing 2026-07-16
3,969
Accounts / Clients
1,235 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
17
Team Size
employees, 17 advisory
13 yrs
Years Registered
First registered 2013
About RIA Advisors
RIA Advisors, a dba of Clarity Financial, LLC, has operated as an investment adviser since 2009 and provides asset management and financial planning to individuals and small businesses.
Office: 11750 Katy Freeway, Suite 840, Houston, TX 77079.
Best for: mass-affluent households starting near $15,000 who accept insurance commissions via affiliates
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD150661
RegistrationSEC-registered
First registration2013
Regulatory AUM$1.8 billion
ADV filing date2026-07-16
Accounts3,969
Clients1,235 individual and high-net-worth clients
Employees17
Advisory employees17
Fee modelAdvisory fees; all advisers are insurance agents paid commissions on policies per ADV 2A
Minimum$15,000 account minimum, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and ChFC named on the website
Source: SEC Investment Adviser Public Disclosure, CRD 150661, as of ADV filing 2026-07-16, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 10 of 10
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