While transitions are complex, we create the right plan for your business and execute it flawlessly.

RIA EDGE

Growing your business requires fresh ideas, a structured approach and a strategic marketing and business plan.

RIA NEXT

Organic growth is good, but real growth happens when you bring in strong, complementary partners.

RIA TRAJECTORY

Most RIAs don’t have a succession plan but know they should.

RIA SUCCESSION PLANNING

Company Overview

Becca Knauss, The RIA Works President and CEO, has worked to transition hundreds of advisors to independence for more than ten years. From business planning to marketing, vendor selection and administration, we offer a wide range of consulting services for RIAs. We have the necessary tools and expertise to help you grow your business, manage your expansion through transition, and strategize your next project. We partner with our clients to develop engaging business strategies, design high quality and scalable solutions, and build rich brand experiences.

Mission Statement

The RIA Works is wholly committed to helping our clients grow their businesses. We achieve this by thinking through a highly customized and personalized approach. We measure our success based on the strength of the relationships we have with our clients and by our ability to consistently deliver results that evolve as their business needs and objectives change over time.

© COPYRIGHT 2019 THE RIA WORKS, LLC. ALL RIGHTS RESERVED.