RIA Intel›Advisers›Utah›RETIREMENT SOLUTIONS INVESTMENTS, INC.

RETIREMENT SOLUTIONS INVESTMENTS, INC.

Advisory

PROVO, UT

Data as of May 15, 2026 · Source: SEC Form ADV

Rank in UT

#219

of 249 advisers by AUM

Average account

$120K

across 481 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients264

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

264 clients

68 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

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

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NEWPARK WEALTH MANAGEMENT LLC

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PRASADA CAPITAL, LLC

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