Global Retirement Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated April 28, 2026, reports $169.6B in regulatory assets under management, 464 employees, 193 offices, and 33,988 accounts.
Assets Under Management
$169.6B
Employees
464
Offices
193 offices
Total Clients
28,693
Primary office
SAN RAFAEL, CA
4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, United States
Top client segmentIndividuals represent 39.7% of total clients.
Top client categories% of clientsClients
1
Individuals
39.7%
11,380
2
Pension Plans
38.8%
11,120
3
HNWI
20.8%
5,960
4
Corporations
0.6%
169
5
Charitable
0.2%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169.6Bas of April 28, 2026
Discretionary32.6%
$55.2B
33% of total RAUM32.6%
Non-discretionary67.4%
$114.4B
67% of total RAUM67.4%
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.
Latest AUM$169.6B
Total Accounts33,988
10Y AUM Change+$145.8B (+612.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees464
Clients per Employee62:1
10Y Employee Change+302 (+186.4%)
* 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.