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RETIREMENT PLAN ADVISORS, LLC

CHICAGO, IL · CRD 122758 · IAPD ↗ · retirementplanadvisors.com · 312-701-1100

$3.54BRegulatory AUM
47Advisory reps
47Employees
25Clients
1-10Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — RETIREMENT PLAN ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — RETIREMENT PLAN ADVISORS, LLC added office(s): 28 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — RETIREMENT PLAN ADVISORS, LLC reported RAUM up 88% ($1.88B -> $3.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — RETIREMENT PLAN ADVISORS, LLC added office(s): 26 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — RETIREMENT PLAN ADVISORS, LLC reported RAUM up 28% ($1.47B -> $1.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2024 — RETIREMENT PLAN ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — RETIREMENT PLAN ADVISORS, LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — RETIREMENT PLAN ADVISORS, LLC reported RAUM up 34% ($1.10B -> $1.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — RETIREMENT PLAN ADVISORS, LLC grew from 37 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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