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RETIREMENT INCOME SOLUTIONS, INC.
CRD 110145File 801-71319
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.97B
Top 25% of cohort (national)
Discretionary AUM
$2.97B
Clients
1,274
1,274 accounts
Employees
26
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 12, 2010
- Principal office
- 2301 PLATT ROAD, SUITE 300, ANN ARBOR, MI, 48104
- Phone
- 734-769-7727
- Website
- HTTP://WWW.RISADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.97B
- Discretionary AUM
- $2.97B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,274
- Non-discretionary accounts
- 0
- Total accounts
- 1,274
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| Charitable organizations | Fewer than 5 | $797K |
| High net worth individuals | 869 | $2.76B |
| Pension and profit sharing plans | 5 | $3.0M |
| Individuals (other than high net worth individuals) | 396 | $207.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2026 | Clients | 1,268 | 1,274 | increased by6 |
| Apr 1, 2026 | AUM | $2,656,768,805 | $2,972,359,471 | increased by$315,590,666 |
| Apr 1, 2026 | Accounts | 1,268 | 1,274 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 25 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,244 | 1,268 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,403,823,289 | $2,656,768,805 | increased by$252,945,516 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,244 | 1,268 | increased by24 |
| Apr 1, 2022 | Clients | 1,206 | 1,244 | increased by38 |
| Apr 1, 2022 | AUM | $2,130,783,499 | $2,403,823,289 | increased by$273,039,790 |
| Apr 1, 2022 | Accounts | 1,206 | 1,244 | increased by38 |
| 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 INCOME” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT INCOME” 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.