Retirement Planology, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 23, 2026, reports $266M in regulatory assets under management, 3 employees, and 63 accounts.
Assets Under Management
$266M
Employees
3
Offices
--
Total Clients
60
Primary office
ALEXANDRIA, VA
600 CAMERON STREET, SUITE 401, ALEXANDRIA, VA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$266Mas of March 23, 2026
Discretionary38.0%
$101M
38% of total RAUM38.0%
Non-discretionary62.0%
$165M
62% of total RAUM62.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$266M
Total Accounts63
10Y AUM Change+$125M (+88.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+2 (+200.0%)
* 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.