About Riley & Company, PLLC
<p>Tax returns, audits, and business advisory work sit side by side at Riley & Company, PLLC, a CPA firm based in Houston in the Greater Houston metro area. Founded in 2012, the firm works with both businesses and individuals on day-to-day accounting needs and more formal reporting requirements.</p> <p>As an audit provider, Riley & Company supports organizations that need independent CPA work for financial statements and related compliance obligations. Plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> can also use the firm’s broader audit and accounting background when coordinating year-end reporting alongside tax filings.</p> <p>The firm’s differentiator is its mix of tax preparation and strategic planning under one roof, which helps clients keep audit-ready records and align accounting decisions with their longer-term plans.</p> <ul> <li>Audit and assurance services</li> <li>Tax preparation for businesses and individuals</li> <li>Strategic planning support</li> <li>Business advisory services</li> </ul>
Website: https://www.rileycpa.com/
Founded: 2012
Office Locations
- Houston, TX
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 24
- Total AUM Audited: $521.4M
- 401(k): 24 plans, $521.4M AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| HELIX ENERGY SOLUTIONS GROUP INC. EMPLOYEES' 401K SAVINGS PLAN | HELIX ENERGY SOLUTIONS GROUP INC., TX | $122M | 1,172 |
| THE AMERICAN SCHOOL IN LONDON FOUNDATION 403(B) RETIREMENT PLAN | THE AMERICAN SCHOOL IN LONDON FOUNDATION, NJ | $66M | 116 |
| HOUSTON ASTROS, LLC 401K SAVINGS PLAN AND TRUST | HOUSTON ASTROS, LLC, TX | $59M | 521 |
| HPI REAL ESTATE 401(K) PLAN | HPI REAL ESTATE MANAGEMENT, INC., TX | $27M | 196 |
| AEGEUS 401(K) PLAN | AEGEUS MANAGEMENT SERVICES, TX | $27M | 235 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $26M | 80 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $24M | 3,687 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $21M | 301 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $18M | 249 |
🔒 Want to unlock and download Riley & Company, PLLC's client list?
Subscribe to Basic or Premium today to reveal and download all 30 client plans.
Subscribe Today