In July 2016, RAA merged with Atlanta-based Advisor Financial Services, a leader in pre-retirement investment planning for airline employees, resulting in more than $2.4 billion in assets under management for the combined company.  In 2017, RAA merged with Resource Navigation Partners, also known as RNAV, an independent investment management and financial planning firm headquartered in Seattle.  Both mergers have added to RAA's nationwide presence with offices now in Dallas, Atlanta, and Seattle.  Through acquisition and organic growth, the firm is now responsible for $2.7 billion in assets under management.

Newsletter Signup