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RIA Group

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Firm Details

Metro area Des Moines
CRD Number 343724
Website riagroupmidwest.com
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Overview

RIA Group, LLC is a Des Moines, Iowa-based SEC-registered investment adviser founded in 2026. The firm provides personalized financial planning and discretionary and non-discretionary investment management to individuals, high-net-worth individuals, trusts, estates, retirement plans and business entities. Its services include portfolio construction, retirement planning, estate planning, cash-flow planning, tax planning coordination, insurance analysis and qualified-plan consulting. Client portfolios may use mutual funds, ETFs, covered-call ETFs, equities, REITs and corporate bonds. RIA Group may also use research and model portfolios from Helios Quantitative Research while retaining responsibility for portfolio decisions. The firm is owned by Andrew Susanin and Tyler Bookin-Nosbisch jointly.

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Address

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

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