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RETIREMENT PLAN ADVISORS LTD

Advisory

CINCINNATI, OH

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in OH
#748
of 748 advisers by AUM
Average account
$276K
across 174 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$48M
Discretionary %
100%
Clients
103
Employees
2

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$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients103
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.
CANFIELD, OH
$48M
OAK PARK WEALTH MANAGEMENT LLC
$48M
YERKES FINANCIAL ADVISORS, INC.
CINCINNATI, OH
$49M
+5.7% 1Y
PETERS MANAGEMENT GROUP LLC
WESTERVILLE, OH
$49M
GREENROCK ADVISORY LLC
$49M
CLEVELAND RETIREMENT PLANNING LLC
WESTLAKE, OH
$49M

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