RIA Intel›Advisers›Illinois›RETIREMENT PLAN ADVISORS, LLC

RETIREMENT PLAN ADVISORS, LLC

Advisory

N·CHICAGO, IL

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$3.5B
1-Year AUM Growth
0.0%
3-Year CAGR
+13.0%
Employees
47
Assets Under Management
Total AUM$3.5B
Discretionary AUM$3.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8,148
Team
Total Employees47
Investment Advisers47
Employee Growth (1Y)+4.7%
Filing History
Total Filings on Record68
First FilingJun 14, 2004
Latest FilingJul 30, 2026
🔒 Full AUM trend chart and 68 historical filings spanning 22+ 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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