← Tributary

CBIZ RETIREMENT PLAN ADVISORY SERVICES

CLEVELAND, OH · CRD 16678 · IAPD ↗ · 216-447-9000

$8.9MRegulatory AUM
16Advisory reps
19Employees
7Clients
0Planning clients
0Private funds
26States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2025 — CBIZ RETIREMENT PLAN ADVISORY SERVICES reported RAUM down 42% ($41.1M -> $23.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — CBIZ RETIREMENT PLAN ADVISORY SERVICES reported RAUM down 29% ($57.9M -> $41.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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