Retirement Income Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 27, 2026, reports $3.0B in regulatory assets under management, 26 employees, and 1,274 accounts.
Assets Under Management
$3.0B
Employees
26
Offices
--
Total Clients
1,274
Primary office
ANN ARBOR, MI
2301 PLATT ROAD, SUITE 300, ANN ARBOR, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
869
2
Individuals
31.1%
396
3
Pension Plans
0.4%
5
4
Charitable
0.2%
2
5
Corporations
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 27, 2026
Discretionary100.0%
$3.0B
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$3.0B
Total Accounts1,274
10Y AUM Change+$1.4B (+94.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee49:1
10Y Employee Change+9 (+52.9%)
* 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.