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RIA Compliance Technology Recognized in The Kitces Report 2025 for Advisor Satisfaction and Industry Leadership

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RIA Compliance Technology: Compliance made Simple, Structured, and Organized

RIA Compliance Technology received a top satisfaction ranking and was named a “provider to watch” in the RIA Compliance category.

Being recognized by Kitces.com as both highly rated and a provider to watch validates our commitment to simplifying compliance and building solutions that advisors genuinely find valuable.”
— Blake Bjordahl, President of RIA Compliance Technology
PHOENIX, AZ, UNITED STATES, August 26, 2025 /EINPresswire.com/ -- RIA Compliance Technology, a compliance management platform designed specifically for registered investment advisors (RIAs), has been highlighted in “The Kitces Report (Vol. 1, 2025): The Technology That Independent Financial Advisors Actually Use (And Like)”. The firm earned a top advisor satisfaction ranking and was also recognized as a “provider to watch” in the RIA Compliance section of the report.

For independent financial advisors, technology decisions can have a direct impact on efficiency, client trust, and the ability to keep pace with a changing regulatory environment. Few sources are as widely read or as influential in guiding those decisions as “The Kitces Report”, a flagship publication from Kitces.com, the leading industry resource founded by Michael Kitces, MSFS, CFP®, a nationally recognized authority on financial planning.

The 2025 edition of the report examines the tools and software solutions financial advisors actually use in practice, from portfolio management systems to compliance platforms, and evaluates them based on user adoption, functionality, and satisfaction. Because it draws from a large sample of practicing advisors, “The Kitces Report” is regarded as one of the most comprehensive, data-driven insights into advisor technology trends available today.

In the compliance technology category, RIA Compliance Technology stood out not only for its high satisfaction scores but also for being flagged as an emerging leader. On pages 152 through 155 of the report, the firm is explicitly noted for simplifying one of the most complex areas of advisor operations: regulatory compliance.

“Advisors are increasingly seeking compliance tools that not only help them stay ahead of regulatory demands but also make the process more efficient and less burdensome,” said Blake Bjordahl, President of RIA Compliance Technology.

The recognition comes at a time when compliance has taken on heightened importance. The SEC and state regulators continue to increase oversight, with examinations focusing on policies, procedures, governance, and vendor management. At the same time, advisors face the day-to-day challenge of maintaining compliance without sacrificing the time needed to serve clients and grow their businesses.

RIA Compliance Technology addresses this tension by offering a platform that organizes compliance tasks in a simple, structured way. The system integrates automation, real-time alerts, and centralized documentation, allowing firms to track progress, identify gaps, and prepare for audits more confidently. This approach reduces the reliance on manual processes and lowers the risk of oversights that could result in fines or reputational harm.

The Kitces Report’s recognition is particularly significant because it is based on direct advisor feedback. Unlike promotional awards or paid recognition programs, inclusion in the report reflects how advisors actually rate the tools they use in their practices. For many firms evaluating their technology stack, this independent validation carries substantial weight.

“Credibility matters in compliance,” Bjordahl added. “When advisors see that their peers are reporting high satisfaction with our platform, it reinforces the trust they can place in us to support one of the most sensitive parts of their business.”

Looking ahead, RIA Compliance Technology plans to build on this momentum with continued product enhancements that respond to regulatory developments and advisor needs. By focusing on user-friendly design and scalable solutions, the company aims to remain a trusted partner for firms of all sizes, from solo practitioners to larger enterprises.

About The Kitces Report
“The Kitces Report” is a research publication from Kitces.com, the educational platform founded by Michael Kitces. Known for its in-depth analysis and thought leadership, Kitces.com serves thousands of financial advisors and industry professionals with content that spans financial planning, practice management, and advisor technology trends.

About RIA Compliance Technology
RIA Compliance Technology provides purpose-built compliance solutions for registered investment advisors. The company’s automation platform helps RIAs navigate complex regulatory requirements while reducing administrative burden and enabling marketing innovation. For more information about RIA Compliance Technology or to schedule a demonstration, visit https://riacomptech.com

Blake Bjordahl
RIA Compliance Technology
+1 480-999-2353
info@RIACompTech.com
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