Dakota
Dakota
Book a Demo
Talk to an Expert

Resources Investment Advisors

EST. AUM
$155,409,677,415

CONTACTS
1

CLIENT ACCOUNTS
40,469

Firm Details

Metro area Kansas City
CRD Number
Website riaadvisor.com
Client types

Overview

We are a hybrid RIA meaning you can offer both advisory and brokerage services. Brokerage business is conducted through Triad Advisors. Triad has been recognized as the #1 IAB for Hybrid Advisors by Investment Advisor for the last 9 years. Wills Wallrapp, somebody to reach out to, into large DC RIA. They do have an approved list. But reach out to Wills. It looks like they're looking for some interesting ideas right now.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy