What is RIA in finance? It's a registered expert shaping portfolios amid shifting macro indicators. The latest PMI reading at 54 signals economic expansion, guiding RIAs toward cyclical consumer and manufacturing stocks. If you’re already working with a financial advisor who doesn’t specialize in taxes, it could make sense to add a tax planning advisor to your team to focus on that area of your finances. We have seen a remarkable return on investment and comparatively low client acquisition costs even as we’ve multiplied our spend over the years. What is RIA in finance? RIAs use fundamental and technical analysis to guide investment. With crude oil hitting $85/bbl, RIAs are overweight energy portfolios to hedge inflationary pressures forecasted this quarter.