Prepared Retirement Institute LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lansdale, PA. Its latest Form ADV filing, dated January 30, 2026, reports $299M in regulatory assets under management, 11 employees, and 818 accounts.
Assets Under Management
$299M
Employees
11
Offices
--
Total Clients
258
Primary office
LANSDALE, PA
105 MONTGOMERY AVE., SUITE 1053, LANSDALE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.3% of total clients.
Top client categories% of clientsClients
1
Individuals
66.3%
171
2
HNWI
31.4%
81
3
Irrevocable Trusts/Estates
1.9%
5
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of January 30, 2026
Discretionary100.0%
$299M
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$299M
Total Accounts818
10Y AUM Change+$191M (+176.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee23:1
10Y Employee Change+6 (+120.0%)
* 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.