RIA IntelAdvisersPennsylvaniaRETIREMENT COLLABORATIVE LLC

RETIREMENT COLLABORATIVE LLC

Advisory

HARRISBURG, PA

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in PA
#1,066
of 1,528 advisers by AUM
Average account
$131K
across 343 accounts
AUM per adviser
$45M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 7, 2026.

Total AUM
$45M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$85K
Discretionary %99.8%
Total Clients178
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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