Retirement Plan Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $3.5B in regulatory assets under management, 47 employees, 30 offices, and 10,031 accounts.
Assets Under Management
$3.5B
Employees
47
Offices
30 offices
Total Clients
10,031
Primary office
CHICAGO, IL
29 E. MADISON ST., SUITE 500, CHICAGO, IL, United States
Top client segmentIndividuals represent 79.7% of total clients.
Top client categories% of clientsClients
1
Individuals
79.7%
7,994
2
Pooled Investment Vehicles
17.5%
1,758
3
Government
1.8%
176
4
HNWI
1.0%
103
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 27, 2026
Discretionary100.0%
$3.5B
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$3.5B
Total Accounts10,031
10Y AUM Change+$1.9B (+118.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee213:1
10Y Employee Change+12 (+34.3%)
* 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.