← Directory
RETIREMENT INVESTMENT ADVISORS INC
CRD 106316File 801-43702
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
1,431
3,444 accounts
Employees
15
Top 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 13, 1993
- Principal office
- 2925 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK, 73112
- Phone
- 405-842-3443
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,444
- Non-discretionary accounts
- 0
- Total accounts
- 3,444
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 18 | $25.3M |
| High net worth individuals | 403 | $1.03B |
| Pension and profit sharing plans | 14 | $24.4M |
| Individuals (other than high net worth individuals) | 996 | $413.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 15 | decreased by4 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,381 | 1,431 | increased by50 |
| Apr 1, 2026 | AUM | $1,268,287,388 | $1,489,750,468 | increased by$221,463,080 |
| Apr 1, 2026 | Accounts | 1,381 | 3,444 | increased by2,063 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 19 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,349 | 1,381 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,131,455,114 | $1,268,287,388 | increased by$136,832,274 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,349 | 1,381 | increased by32 |
| Apr 1, 2022 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2022 | Clients | 1,243 | 1,349 | increased by106 |
| Apr 1, 2022 | AUM | $959,956,222 | $1,131,455,114 | increased by$171,498,892 |
| Apr 1, 2022 | Accounts | 1,243 | 1,349 | increased by106 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.