Exit Planning
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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 2026

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Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

Loading content…

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Jun 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

Definition of RIA on The Grid Glossary

RIA

Also known as: Registered Investment Advisor

Published on 2024-08-07 | Last edited on 2024-09-08

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Definition

A registered investment advisor (RIA) is a financial professional firm that advises clients on securities investments and may manage their financial portfolios. RIAs are registered with either the Securities and Exchange Commission (SEC) or state securities administrators.

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