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WARREN AVERETT RIA, LLC
Warren Averett RIA, LLC was established as the wealth-management extension of Warren Averett, a regional accounting and advisory firm founded in...
WARREN AVERETT RIA, LLC
Warren Averett RIA, LLC was established as the wealth-management extension of Warren Averett, a regional accounting and advisory firm founded in Birmingham, Alabama. The RIA operates as a multi-family office, providing customized investment management and estate planning to business owners, executives, and wealthy families in the southeastern United States. On the investment side, the firm blends public-market strategies with direct private investments, particularly in private equity and real estate. Client portfolios typically include co-investments and private credit funds alongside traditional stocks and bonds. The firm's tax-focused approach leverages its parent's accounting expertise to structure holdings efficiently. Warren Averett RIA maintains its headquarters in Birmingham, with additional resources from the parent firm's offices across Alabama, Georgia, Florida, and Tennessee. The team includes CPAs and CFPs who collaborate on integrated wealth plans. The parent firm Warren Averett was founded in 2008 through the merger of two local accounting firms. The RIA's differentiator is its seamless integration with a large regional accounting practice — clients receive coordinated tax, audit, and investment advice under one roof, a structure more common at national firms than regional players. This setup allows the firm to handle complex wealth transitions for business-owner clients.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
Warren Averett
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Warren Averett RIA?
Warren Averett RIA is operated by the wealth-management team of Warren Averett, a regional accounting and advisory firm. Investment professionals include CPAs and CFPs who work with clients on customized portfolios.
How is Warren Averett RIA structured?
It is structured as a registered investment advisor (RIA) and multi-family office, wholly owned within the larger Warren Averett accounting firm. The RIA operates alongside the firm's tax, audit, and business advisory practices.
Does Warren Averett RIA make direct investments or use fund vehicles?
The firm blends public-market investments with direct private co-investments, including in private equity, real estate, and private credit. Client portfolios are customized and can include both funds and direct holdings.
What investment stages does Warren Averett RIA typically target?
The firm focuses on established, income-producing private assets and public equities, with an emphasis on tax efficiency and wealth preservation. It is not a venture capital or growth-equity allocator.
Which sectors does Warren Averett RIA explicitly avoid?
A specific prohibited-sector list is not publicly available, but the firm's focus on tax-aware strategies for high-net-worth clients suggests avoidance of highly speculative or tax-inefficient assets.
Is Warren Averett RIA related to Warren Averett the accounting firm?
Yes, it is the wealth-management arm of Warren Averett, a regional accounting and advisory firm founded in 2008. The RIA benefits from the parent firm's client base and tax expertise.
Does Warren Averett RIA maintain philanthropic structures?
The parent firm, Warren Averett, provides philanthropic advisory services including donor-advised funds and foundation management, but these are offered through the accounting practice rather than the RIA entity itself.
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