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| Retirement Plan Advisors LLC
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|---|---|
| CRD # | 122758 |
| SEC # | 801-63261 |
| CIK # | |
| AUM | 3,540.2 M (2026-03-27) |
| Employees | 47 (100% Investors, 83% Brokers) |
| Phone | 312-701-1100 |
| Address | 29 E Madison St Chicago, IL 60602-3205 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 13 Feb 2026 | Retirement Plan Advisors Should Focus on Smart Growth Over Speed — Wealth Management |
| Thu, 05 Feb 2026 | RPAG Launches Auto Assistant, AI-Powered Answer Engine for Retirement Plan Advisors — businesswire.com |
| Thu, 05 Feb 2026 | ‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors — 401k Specialist |
| Fri, 16 Feb 2024 | Retirement Plan Advisors elevates VP to president — Pensions & Investments |
| Thu, 22 Oct 2020 | Financial Times Names 10 Northwestern Mutual Advisors to List of Top Retirement Plan Advisors — Northwestern Mutual |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,994 | 0.6 |
| (b) Individuals (high net worth individuals) | 103 | 0.2 |
| (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 | 1,758 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 176 | 2.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,031 | 3.5 |
| By Discretionary | ||
| Discretionary | 10,031 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,031 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 10,031 | 3.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Institutional, Retail, Research |
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