Retirable is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 23, 2026, reports $301M in regulatory assets under management, 23 employees, and 2,210 accounts.
Assets Under Management
$301M
Employees
23
Offices
--
Total Clients
2,210
Primary office
NEW YORK, NY
900 BROADWAY, SUITE 808, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
1,953
2
HNWI
11.6%
257
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 23, 2026
Discretionary100.0%
$301M
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$301M
Total Accounts2,210
10Y AUM Change+$301M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee96:1
10Y Employee Change+16 (+228.6%)
* 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.