AI efficiency consulting built specifically for independent RIAs — by Avi Bialo, a practicing advisor who uses these tools in his own practice every day.
Meeting notes, client emails, CRM updates, follow-ups — the same work, every day, done manually.
Generic AI tools weren't built with fiduciary duty or compliance in mind. You need a guide who speaks your language.
You know you could serve more clients — but there aren't enough hours. Hiring feels premature. You're stuck.
You've heard about AI but worry about what's safe. One wrong move and you've got a regulatory headache.
"The average RIA spends nearly half their week on tasks that don't directly serve clients."
Three ways to work together — from self-paced learning to a fully custom AI transformation of your firm.
A complete, self-paced curriculum covering every AI tool an independent RIA needs — with compliance guardrails built in.
A live, cohort-based program with 10–15 advisors. Weekly sessions, peer accountability, and hands-on implementation support.
A fully custom AI transformation for your firm. We audit your workflows, build your AI stack, and train your entire team.
I'm Avi Bialo, a practicing wealth advisor and the founder of AI Powered RIA. I spent years watching the same hours disappear to the same administrative work — week after week, month after month.
When AI tools matured enough to actually help, I went all in. I built workflows, tested every tool, hit the compliance walls, found the workarounds, and eventually cut my administrative time nearly in half.
The difference it made wasn't just efficiency. It was energy. I had more to give clients. More capacity to grow. More focus on the work that actually matters.
"I built this consulting practice because I kept getting the same question from other advisors: how do I actually do what you're doing?"
That's the core of what I built AI Powered RIA to deliver — a roadmap built from real experience inside a real advisory practice, with real compliance constraints. Not theory. Not generic AI advice. A tested, advisor-specific system you can implement starting this week.
Every tool is vetted for compliance, tested in a live advisory practice, and taught with a ready-to-use workflow — not just a demo.
Join the waitlist for the Spring 2026 cohort. Founding members get early-bird pricing and a free 1:1 AI workflow audit.
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