Ancora Retirement Plan Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 41 employee, and 161 accounts.
Assets Under Management
$1.5B
Employees
41
Offices
--
Total Clients
157
Primary office
CLEVELAND, OH
6060 PARKLAND, SUITE 200, CLEVELAND, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 95.5% of total clients.
Top client categories% of clientsClients
1
Corporations
95.5%
150
2
Individuals
2.5%
4
3
Charitable
1.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts161
10Y AUM Change+$1.3B (+640.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee4:1
10Y Employee Change+34 (+485.7%)
* 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.