OKLAHOMA CITY, OKCRD 106316Latest ADV March 23, 2026
Retirement Investment Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 23, 2026, reports $1.5B in regulatory assets under management, 15 employees, 1 office, and 3,444 accounts.
Assets Under Management
$1.5B
Employees
15
Offices
1 office
Total Clients
1,431
Primary office
OKLAHOMA CITY, OK
2925 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK, United States
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
996
2
HNWI
28.2%
403
3
Charitable
1.3%
18
4
Pension Plans
1.0%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 23, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts3,444
10Y AUM Change+$929M (+165.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee95:1
10Y Employee Change-1 (-6.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.