Christopher
Larochelle

Ria Wealth Advisors, LLC

CRD#4883462
Investment Advisor
in Round Rock, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Larochelle is a financial advisor based in Round Rock, Texas, working with Ria Wealth Advisors, LLC. Christopher has previously held positions at First Allied Securities Inc, First Allied Advisory Services, Inc, Dfpg Investments, Inc, Integrated Advisors Network LLC, and Ria Advisors. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christopher is part of Ria Wealth Advisors, LLC, which operates out of Round Rock, Texas. The firm has 1 office and 5 employees. The firm manages assets totaling $110.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Ria Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

310 W Main Ave
Round Rock, TX 78664

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ria Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$110,017,639

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

545

TX Average: 2,315
Average Account Size

$201,867

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christopher Larochelle Work History

2020 - Present (5 years)

Ria Advisors

2015 - Present (10 years)

Dfpg Investments, Inc

2015 - 2020 (5 years)

Integrated Advisors Network LLC

2009 - 2015 (6 years)

First Allied Securities Inc

2009 - 2015 (6 years)

First Allied Advisory Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Larochelle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ria Wealth Advisors, LLC

Christopher Larochelle
Round Rock, TX
Derek Levee
Round Rock, TX
John Levee
Round Rock, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started