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RETIREMENT INVESTMENT ADVISORS INC

OKLAHOMA CITY, OK · CRD 106316 · IAPD ↗ · retirementinvestmentadvisors.com · 405-842-3443

$1.49BRegulatory AUM
8Advisory reps
15Employees
25Clients
More than 500Planning clients
0Private funds
19States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — RETIREMENT INVESTMENT ADVISORS INC changed its website from theretirementpath.com to retirementinvestmentadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2026 — RETIREMENT INVESTMENT ADVISORS INC now reports custody of client assets ($10.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
December 2025 — RETIREMENT INVESTMENT ADVISORS INC notice-filed in MT, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — RETIREMENT INVESTMENT ADVISORS INC notice-filed in AL, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — RETIREMENT INVESTMENT ADVISORS INC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — RETIREMENT INVESTMENT ADVISORS INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — RETIREMENT INVESTMENT ADVISORS INC crossed $1B in regulatory AUM ($929.9M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.