|
⚲
|
| Retirement Plan Advisors LLC
✚
|
|
|---|---|
| CRD # | 122758 |
| SEC # | 801-63261 |
| CIK # | |
| AUM | $1.1 BB (2023-03-30) |
| Employees | 35 (100% Investors, 97% Brokers) |
| Phone | 312-701-1100 |
| Address | 29 E Madison St Chicago, IL 60602-3205 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,867 | 259.4 |
| (b) Individuals (high net worth individuals) | 21 | 29.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 135 | 1,006.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,023 | 1,295.9 |
| By Discretionary | ||
| Discretionary | 7,023 | 1,295.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,023 | 1,295.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,295.9 | |
| Total | 7,023 | 1,295.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RMR Wealth Builders Inc
✚
|
NJ | 1.1 |
|
WNY Asset Management LLC
✚
|
NY | 1.1 |
|
Clarity Financial LLC
✚
|
TX | 1.1 |
|
IAG Wealth Partners LLC
✚
|
WI | 1.1 |
|
Cahill Financial Advisors Inc
✚
|
MN | 1.1 |
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.1 |
|
Meyers Wealth Management LLC
✚
|
OH | 1.1 |
|
Scarborough Advisors LLC
✚
|
MD | 1.1 |
|
Everhart Financial Group Inc
✚
|
OH | 1.1 |
|
Mediqus Asset Advisors Inc
✚
|
IL | 1.1 |