RIA Circle

RIA Circle

Financial Advisor Community

3 ratings
Free

Rating summary
3
0
0
0
0

Details

  • Released
  • Updated
  • November 22, 2024
  • May 26, 2026

Features

RIA Circle screenshot #1 for iPhone
RIA Circle screenshot #2 for iPhone
RIA Circle screenshot #3 for iPhone
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About

This app connects financial advisors in a private, secure community to share ideas and best practices. It offers monthly peer roundtable meetings and a collaborative environment to foster professional growth and networking outside of traditional insulated settings.

Exclusive peer roundtable meetings
Secure, private advisor-only community
Idea and best practice sharing
Build trusted relationships
Network with other advisors
Collaborative learning environment
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What's New in RIA Circle

9.3.0

May 26, 2026

What's new? We update our app as often as possible to make it faster and more reliable for you. The latest version contains bug fixes and performance improvements.

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FAQ

What is RIA Circle?

RIA Circle is a private, secure community exclusively for financial advisors to share ideas, best practices, and network with peers outside of insulated environments. It facilitates professional growth through collaboration and learning.

Who can join RIA Circle?

RIA Circle is an advisor-only community, meaning it is open to financial advisors, RIAs, hybrids, custodians, and independent broker/dealers. The age rating is 17+.

Does RIA Circle have ads?

No, RIA Circle does not contain advertisements. It is a completely ad-free experience for its users.

How often is RIA Circle updated?

The latest version is 9.3.0, and the app was last updated on May 26, 2026. This indicates a consistent update schedule.

What devices support RIA Circle?

RIA Circle is available on iPhone and iPod devices. It is designed for iOS users.

What is the rating for RIA Circle?

RIA Circle has an excellent rating of 5.0 stars based on 3 user ratings, indicating high user satisfaction.

Is RIA Circle free to use?

Yes, RIA Circle is completely free to download and use. There are no costs associated with joining or participating in the community.

What kind of content can I expect on RIA Circle?

You can expect curated content, direct peer feedback, and discussions on a wide variety of topics relevant to running a financial advisory firm, serving clients, and advancing the industry.