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| Global Retirement Partners LLC
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|---|---|
| CRD # | 172011 |
| SEC # | 801-80074 |
| CIK # | 0001749744 |
| AUM | 169.58 B (2026-06-29) |
| Employees | 464 (95% Investors, 69% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.2 | |
| Nvidia Corp | 0.1 | |
| Gallagher Arthur J & Co | 0.1 | |
| Microsoft Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Tesla Motors Inc | 0.1 | |
| Broadcom Inc | 0.0 | |
| Facebook Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,380 | 3.7 |
| (b) Individuals (high net worth individuals) | 5,960 | 6.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11,120 | 158.6 |
| (h) Charitable organizations | 64 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 169 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 33,988 | 169.6 |
| By Discretionary | ||
| Discretionary | 25,800 | 55.2 |
| Non-Discretionary | 8,188 | 114.4 |
| Total | 33,988 | 169.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.6 | |
| Total | 33,988 | 169.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001749744] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 798 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 169.58 B |
|
RPA Financial LLC
✚
|
CA | 10.88 B |
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|---|---|---|
|
SBI Funds Management Limited
✚
|
219.93 B | |
|
John Hancock Investment Management LLC
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|
MA | 212.05 B |
|
TRowe Price Investment Management Inc
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|
MD | 204.18 B |
|
Gallagher Fiduciary Advisors LLC
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|
IL | 194.82 B |
|
Insight North America LLC
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|
NY | 171.09 B |
|
Payden & Rygel
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|
CA | 158.23 B |
|
Aperio Group LLC
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|
CA | 152.13 B |
|
Schroder Investment Management North America Inc
✚
|
NY | 150.40 B |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 139.88 B |
|
Income Research Management
✚
|
MA | 130.65 B |