SourcingSourcing

RACHOR INVESTMENT ADVISORY SERVICES, LLC

C40
CRD 105495·SEC 801-24721·LINDEN, MI
AUM
$238.1M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$714K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RACHOR INVESTMENT ADVISORY SERVICES, LLC
CRD
105495
SEC file #
801-24721
EIN
262838785
DBA names
—

Economics

AUM
$238.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$140.0M → $238.1M▲ +70%
Client mix
Individuals Other358
Individuals High Net Worth132

Operations

Employees (total)
16
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
12 advisors → 14 advisors▲ +17%
Primary office
LINDEN MI
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
rias.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIAS HOLDING COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
RIAS HOLDING COMPANY
FISHER, TOD, GERALD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RIAS.NET
Rdap Domain Creation Date
1999-04-16T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002008792
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-30
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0000905729-26-000097

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3037
Soi Zip Pct 200k Plus
0.0829
Soi Zip Returns 200k Plus
680
Soi Zip Total AGI
772,542
Fdic Zip Total Deposits
1,964,995,000
Fdic Zip Branch Count
57
Fdic Zip Top Banks
The State Bank
Citizens Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
120 N. BRIDGE STREET, SUITE ALINDEN, MI 48451
Business
120 N. BRIDGE STREET, SUITE ALINDEN, MI 48451
Edgar EIN
262838785
Edgar Recent Filings
13F-HR2026-05-07 · 0000905729-26-000097
13F-HR2026-01-30 · 0000905729-26-000029
Fdic Zip Branches Raw
The State BankLinden, MI
Bank One, Fenton, National AssociationArgentine Township, MI
Fdic Zip HHI
5,609
Fdic Zip Top Bank Share Pct
73.33
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-16T04:00:00Z
Rdap Domain Last Changed
2025-02-15T07:06:07Z
Rdap Nameservers
Ns89.worldnic.comNs90.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,748
Returns2,230
Stub 2
AGI53,753
Returns1,470
Stub 3
AGI68,084
Returns1,100
Soi Zip Total Business Income
19,153
Soi Zip Total Cap Gains
23,120
Soi Zip Total Dividends
10,744
Soi Zip Total Returns
8,200
Trust Company Affiliate
No

People (4)

4
FISHER, TOD, GERALD
IAR · Executive Officer · 2.5%
5718017
Patricia Anne Walton
IAR
6708659
Kristine Marie Sherwood
IAR
7129565
Bethany J Yerk
IAR
8167427