RIA Compliance Concepts LLC - Leander, Texas

RIA Compliance Concepts LLC

RIA Compliance Concepts LLC is a reputable business management consultant located at 2407 S Bagdad Rd Suite B, Leander, TX 78641. This company specializes in providing expert guidance to businesses, ensuring they comply with all necessary regulatory requirements and standards. They have built a strong reputation for their efficient, reasonably priced, and easy-to-work-with approach, making them a popular choice for businesses of various sizes.

Specialties: Business management consultant
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot

The company has received 12 reviews on Google My Business, with an impressive average rating of 4.7/5 stars. Customers have praised RIA Compliance Concepts LLC for their extensive knowledge, clear communication, and ability to explain complex compliance aspects in an easy-to-understand manner. One satisfied client, Mat, shared their experience, stating, 'We've been clients of RIA CC for a few years now and have benefitted tremendously from their expertise. They are efficient, reasonably priced and easy to work with, and arguably more important, they take the time to explain the compliance aspects, needs, and deadlines clearly.'

To learn more about RIA Compliance Concepts LLC or to schedule a consultation, visit their website at riacc.io or call them at 833-742-2246.

👍 Reviews of RIA Compliance Concepts LLC

Mathew D. (. S. I.

5/5

We've been clients of RIA CC for a few years now and have benefitted tremendously from their expertise. They are efficient, reasonably priced and easy to work with and, arguably more important, they take the time to explain the compliance aspects, needs and deadlines clearly. I'm so happy we found them. They are a much better fit than our prior provider, at least for our small shop. - Mat

Charlie B.

5/5

We've had a great experience with RIA CC for our first two years working with them. The team is responsive and has the knowledge on how to handle out compliance needs. We feel confident we are well prepared for what the future brings as needs evolve each month in this business.

Angie H.

5/5

Ivan and his team are professional, organized and thorough. They have a simplified process that leaves advisors free to serve clients without getting bogged down in the administration of their RIA. I've told so many other advisors about RIACC, especially when they are looking at large competitors like RIA in a Box. RIACC gives more personal service and for a lower fee. It just makes sense.

John B.

5/5

RIACC is top-notch - not just good but great quality for great value. They are always willing to help me with the current issues facing me. They have my trust and gratitude.

Jason K.

1/5

Ivan was very responsive when it came to signing our firm up for their services, however we received hardly any communication from his team on next steps once we submitted payment. We terminated our services after this one month with Ivan after the lack of service. Very disappointing.

Tracy M.

5/5

RIA Compliance is organized; they are good listeners, efficient, and are great to work with. Thanks for taking care of TRAC Advisor Group Inc.

Cynthia

5/5

Ivan and his team are extremely knowledgeable and helpful in dealing with all compliance matters. Would highly recommend to any firm looking to get high quality compliance consulting services.

Danny H.

5/5

Ivan has been thoroughly knowledgeable and responsive on every issue I've brought to him. I'm thankful for his regulatory experience and the guidance he has provided.