Resources Investment Advisors, LLC is a large advisory firm based in Overland Park. It manages $24.83 billion of regulatory assets for 10,021 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 37 other states.
Resources Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Resources Investment Advisors, LLC is $24.83 billion. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Resources Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Vincent Lee Morris is pension and profit sharing plans with 1,482 clients and $23.08 billion of assets under management. Among the 10 most similar advisory firms, Resources Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $24.83 billion for 5,834 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Resources Investment Advisors doesn't advise any private funds.
The company employs 200 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 155 employees are registered as investment adviser representatives with the state securities authorities.
There are 10 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Vincent Lee Morris has been acting as President since 1 Feb 2014. Inc. Bukaty Morris Ria Holdings joined the executive team most recently as the Owner.
The principal office where Resources Investment Advisors, LLC performs its advisory services is located at 4860 College Blvd., Overland Park, KS 66211, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-742-2021 or by fax 913-948-8200. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bukatyfs.com and its LinkedIn profile.