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RIA Registration Fees

RIA Compliance Fees

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Resources and Tools

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Our Team

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Our Leadership Team

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What do people have to say

  • “If you value knowledge, experience, economy, and almost unheard of levels of responsiveness, you will want to have RIA In A Box guide you through the RIA establishment process. It simply doesn’t get any better.”

    Larry, RIA in Arizona
  • “By handling a large volume of application files, I frequently dealt with companies that filed incomplete applications and were frustratingly slow to respond to my requests. Not RIA IN A BOX. Their applications were complete and their fast response times made my job a lot easier.”

    -C. D., Former State Financial Examiner
  • "I cannot imagine myself without your service. The guidance is superb!"

    -Alex, RIA in New York
  • "I really appreciated your knowledge, patience and expertise! I would highly recommend your services to any future RIA applicant!”"

    -Jack, RIA in Ohio
  • "The service that RIA in a Box provides along with the knowledge of their staff is second to none. I couldn't function without them!"

    -Austin, RIA in Texas
  • "RIA in a Box has been very helpful in training and registration needs, and I am thankful for all they have done to help me in my business!"

    -Ronald, RIA in Oklahoma
  • "I truly value each month’s compliance call. I’d be lost without your guidance. Keep up the good work…"

    -Jason, RIA in Ohio