Approach Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 16, 2026, reports $227M in regulatory assets under management, 2 employees, 1 office, and 547 accounts.
Assets Under Management
$227M
Employees
2
Offices
1 office
Total Clients
144
Primary office
BIRMINGHAM, AL
3928 CYPRESS DRIVE, SUITE 150, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
81
2
HNWI
41.0%
59
3
Pension Plans
2.1%
3
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 16, 2026
Discretionary100.0%
$227M
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.
Total AUM$227M
Total Accounts547
10Y AUM Change+$127M (+127.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee72:1
10Y Employee Change+1 (+100.0%)
* 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.