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RETIREMENT SYSTEMS LLC

Advisory

IL

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,283

of 1,719 advisers by AUM

Average account

$137K

across 274 accounts

AUM per adviser

$9M

4 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients172

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In8 states

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

172 clients

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

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