RIA Intel›Advisers›Illinois›RETIREMENT MATTERS, INC.

RETIREMENT MATTERS, INC.

Advisory

BARRINGTON, IL

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in IL
#1,378
of 1,719 advisers by AUM
Average account
$287K
across 87 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

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-7.2% 1Y
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TREXLER FINANCIAL ADVISORS LLC
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