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Firms / Texas

Simplevisor

Houston, TX. Legal name: RIA Global Research, LLC

2 advisors$928,433 managed

About the firm

A registered investment advisory firm based in Houston, Texas. It manages about $928,433 for roughly 13 individual clients. Services include investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?$71,418
Assets under management ?$928,433
Individual clients13
Median years of experience–
FoundedNot stated

Services

Investment management for individuals and small businesses

Advisors at Simplevisor

These advisors list Simplevisor as a current employer in their career history. Their main registration is with another firm, shown on each card.

2Advisors
–Median years of experience
1States with offices
–Offices
2 advisors · Simplevisor
RIA Advisors
28yrs
Lance Roberts
Financial advisor
11750 Katy Freeway Suite 840
Houston, TX 77079
Top 19% by experience in Texas
Fiduciary
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RIA Advisors
26yrs
Connie Mack
Financial advisor
11750 Katy Freeway Suite 840
Houston, TX 77079
Top 22% by experience in Texas
Fiduciary
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Also known as

RIA Global Research, LLC

About Simplevisor

How do I contact Simplevisor?

Call the main office at (281) 501-1791. The main office is at 11750 Katy Freeway, Suite 840, Houston, TX 77079.

How is Simplevisor paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does Simplevisor offer?

Investment management for individuals and small businesses.

How many advisors work at Simplevisor?

We list 2 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.