Resource Investment Architects, Inc.

Resource Investment Architects, Inc. (CRD# 111894) is a financial advisory firm headquartered in Petaluma, CA. They manage $180,741,347 in 651 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    651
    ACCOUNTS
  • Average Account Value
    $277,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, OR, TX, UT, WA

Financial Advisors at Resource Investment Architects, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Richard L. Schaper
CRD#: 3145808
34 Petaluma Blvd. N., Petaluma, CA 94952
96
Wealthminder
score

Richard Schaper (CRD# 3145808) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 18 years of experience in the finance industry. Richard Schaper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Aaron R. Squires
CRD#: 5411940
500 Damonte Ranch Parkway, Suite 860, Reno, NV 89521
96
Wealthminder
score

Aaron Squires (CRD# 5411940) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Reno, NV and has over 9 years of experience in the finance industry. Aaron Squires has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott A. Berg
CRD#: 1053783
Alamo, CA
93
Wealthminder
score

Scott Berg (CRD# 1053783) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Alamo, CA and has over 30 years of experience in the finance industry.

4
Curtis W. Campbell
CRD#: 2990323
294 East Moana Lane, Suite B-27, Reno, NV 89502
93
Wealthminder
score

Curtis Campbell (CRD# 2990323) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Reno, NV and has over 18 years of experience in the finance industry.

5
Michael K. Chrysler
CRD#: 2085277
1800 Blankenship Road, Suite 200, West Linn, OR 97068
93
Wealthminder
score

Michael Chrysler (CRD# 2085277) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in West Linn, OR and has over 26 years of experience in the finance industry.

6
Gerald M. Dorn
CRD#: 4404165
294 East Moana Lane, #b-27, Reno, NV 89502
93
Wealthminder
score

Gerald Dorn (CRD# 4404165) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Reno, NV and has over 15 years of experience in the finance industry.

7
Anthony J. Duckworth
CRD#: 1865790
34 Petaluma Blvd. N., Petaluma, CA 94952
93
Wealthminder
score

Anthony Duckworth (CRD# 1865790) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Petaluma, CA and has over 8 years of experience in the finance industry.

8
Stephanie M. Leong
CRD#: 1738387
Santa Rosa, CA
93
Wealthminder
score

Stephanie Leong (CRD# 1738387) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Santa Rosa, CA and has over 26 years of experience in the finance industry.

9
John L. Lymath
CRD#: 2714899
2140 Professional Drive #105, Roseville, CA 95661
93
Wealthminder
score

John Lymath (CRD# 2714899) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Roseville, CA and has over 18 years of experience in the finance industry.

10
John H. McKee
CRD#: 1931547
Redwood City, CA
93
Wealthminder
score

John McKee (CRD# 1931547) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Redwood City, CA and has over 27 years of experience in the finance industry.

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