RIA Intel›Advisers›Ohio›ANCORA RETIREMENT PLAN ADVISORS, LLC

ANCORA RETIREMENT PLAN ADVISORS, LLC

Advisory

N·CLEVELAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+23.6%
3-Year CAGR
+15.0%
Employees
22
Assets Under Management
Total AUM$1.5B
Discretionary AUM$0
Non-Discretionary AUM$1.5B
Discretionary %0%
Total Clients157
Team
Total Employees22
Investment Advisers41
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record39
First FilingJan 3, 2007
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 39 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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