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RPS RETIREMENT PLAN ADVISORS

AUSTIN, TX · CRD 319220 · IAPD ↗ · 512-918-0000

$336.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
April 2025 — RPS RETIREMENT PLAN ADVISORS reported RAUM down 39% ($443.6M -> $271.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
March 2024 — RPS RETIREMENT PLAN ADVISORS reported RAUM up 28% ($347.0M -> $443.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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