Data / Investment advisers / Texas / RIA Advisors
RIA Advisors, Houston, TX: $1.8 billion AUM, SEC registered investment adviser
RIA Advisors is an SEC registered investment adviser with its main office in Houston, Texas and reports $1.8 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management, subscription fees and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150661
- SEC file number
- 801-77832
- SEC status
- Approved, effective April 16, 2013
- Legal name
- Clarity Financial, LLC
- Main office
- 11750 Katy Freeway Suite 840, Houston, TX 77079
- Phone
- (281) 501-1791
- Regulatory AUM
- $1,840,574,021 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $1,764,332,501
- Non discretionary AUM
- $76,241,520
- Accounts
- 3,969
- Employees
- 17, of which 17 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, subscription fees, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 434 | $1.41 billion |
| Individuals (other than high net worth individuals) | 801 | $369.5 million |
| Other investment advisers | 113 | $45.8 million |
| Pension and profit sharing plans | 18 | $11.6 million |
| Business development companies | 1 | $103,737 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.84 billion | March 19, 2026 |
| December 1, 2025 | $1.53 billion | November 25, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Corda Investment Management, LLC | Houston | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Fic Partners Management, LP | Houston | $1.97 billion | 14 | adviserinfo.sec.gov |
| Voss Capital, LP | Houston | $1.94 billion | 4 | adviserinfo.sec.gov |
| Elda River Capital Management, LLC | Houston | $1.94 billion | 16 | adviserinfo.sec.gov |
| Willis Johnson Wealth | Houston | $1.85 billion | Not listed | adviserinfo.sec.gov |
| Financial Synergies | Houston | $1.81 billion | Not listed | adviserinfo.sec.gov |
| Intrua Financial | Houston | $1.75 billion | Not listed | adviserinfo.sec.gov |
| Main Street Capital Partners | Houston | $1.73 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- RIA Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.