Prospeo
Hero Section BackgroundHero Section Background
RIA Pro Support

RIA Pro Support Email Formats

Administrative and Support ServicesFlag of USSan Diego, California, United States1-10 Employees

Key Contact at RIA Pro Support

Flag of US

Michelle Conroy

Co-Founder | Virtual Executive Assistant

Company overview

HeadquartersSan Diego, California, United States
Website
NAICS56
Founded2013
Employees1-10

About RIA Pro Support

With over 30 years of experience, we are a team of highly skilled executive assistants who excel in client service management and RIA support. We are efficient, flexible, professional, and easy to work with. By choosing RIA Pro Support, you get to focus on what really matters, while our team handles your day-to-day tasks. RIA Pro Support delivers dedicated, behind-the-scenes operational support to Registered Investment Advisors (RIAs), helping streamline their back-office functions. From compliance assistance and client on-boarding to tech integration, account maintenance, and reporting, RIA Pro Support functions as an outsourced extension of the RIA’s team—allowing advisors to focus more on client relationships and business growth. The service is built to reduce operational drag, enhance efficiency, and provide scalable support as firms grow. We currently work primarily with RIA's who custodian with Charles Schwab & Co., Inc.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

RIA Pro Support has never raised funding before.

Frequently asked questions

RIA Pro Support is located in San Diego, California, US.
RIA Pro Support was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
RIA Pro Support has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles