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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Retirement Plan Advisors LLC
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|---|---|
| CRD # | 122758 |
| SEC # | 801-63261 |
| CIK # | |
| AUM | $1.9 B (2025-06-02) |
| Employees | 44 (100% Investors, 80% Brokers) |
| Phone | 312-701-1100 |
| Address | 29 E Madison St Chicago, IL 60602-3205 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,397 | 420.5 |
| (b) Individuals (high net worth individuals) | 45 | 75.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1,545 | 80.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 161 | 1,305.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,148 | 1,882.2 |
| By Discretionary | ||
| Discretionary | 8,148 | 1,882.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,148 | 1,882.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,882.2 | |
| Total | 8,148 | 1,882.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bankers Life Advisory Services Inc
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|
IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.9 |
|
Northwest Financial Advisors LLC
✚
|
VA | 1.9 |
|
Fiduciary Alliance LLC
✚
|
SC | 1.9 |
|
Stack Financial Management Inc
✚
|
MT | 1.9 |
|
Everhart Financial Group Inc
✚
|
OH | 1.9 |
|
Capita Financial Network LLC
✚
|
UT | 1.8 |
|
Alphastar Capital Management LLC
✚
|
NC | 1.8 |
|
AXIA Advisory Corp
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|
IN | 1.8 |
|
Capitol Securities Management Inc
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|
VA | 1.8 |