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Trust Score 98%
Trust Score  info_outline

RAA, federally registered in 2001, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 83 advisors. RAA manages $2.6 billion and provides investment advisory services for 3,198 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor John Barton Roberson
Avg Advisor Trust Score 97
Avg Advisor Years Registered 7
Minimum Investment $250,000
Average Client Balance $799,320
Total AUM $2.6 billion
Advisor / Client Ratio 1:39
Headquarters Addison, TX
SEC Filings Forms and Brochures    (CRD # 108203)
State(s) Registered AL, AK, AZ, AR, CA, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY

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