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GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA · CRD 172011 · IAPD ↗ · grpfinancial.com · 415-526-2753

$169.58BRegulatory AUM
442Advisory reps
464Employees
798Clients
101-250Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — GLOBAL RETIREMENT PARTNERS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — GLOBAL RETIREMENT PARTNERS LLC grew from 434 to 442 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2026 — GLOBAL RETIREMENT PARTNERS LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — GLOBAL RETIREMENT PARTNERS LLC shrank from 493 to 434 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
September 2024 — GLOBAL RETIREMENT PARTNERS LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — GLOBAL RETIREMENT PARTNERS LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GLOBAL RETIREMENT PARTNERS LLC grew from 444 to 493 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.