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RETIREMENT PLAN ADVISORS, LLC
CRD 122758File 801-63261
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.54B
Top 25% of cohort (national)
Discretionary AUM
$3.54B
Clients
10,031
10,031 accounts
Employees
47
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 14, 2004
- Principal office
- 29 E. MADISON ST., SUITE 500, CHICAGO, IL, 60602-3205
- Phone
- 312-701-1100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.54B
- Discretionary AUM
- $3.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10,031
- Non-discretionary accounts
- 0
- Total accounts
- 10,031
- AUM per client
- $353K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $162.7M |
| Pooled investment vehicles | 1,758 | $105.8M |
| State or municipal government entities | 176 | $2.64B |
| Individuals (other than high net worth individuals) | 7,994 | $635.1M |
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 pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.