RIA Intel›Advisers›California›RESOURCE INVESTMENT ARCHITECTS, INC.

RESOURCE INVESTMENT ARCHITECTS, INC.

Advisory

N·PETALUMA, CA

Data as of Apr 1, 2021 · Source: SEC Form ADV

Total AUM

$416M

1-Year AUM Growth

+17.6%

3-Year CAGR

+4.3%

Employees

13

Assets Under Management

Total AUM$416M

Discretionary AUM$408M

Non-Discretionary AUM$8M

Discretionary %98.1%

Total Clients—

Team

Total Employees13

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingMar 30, 2001

Latest FilingApr 1, 2021

🔒 Full AUM trend chart and 46 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RESOURCE INVESTMENT ARCHITECTS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.