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RETIREMENT PLAN ADVISORS, LLC
CRD 122758File 801-63261
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 44 | 47 | increased by3 |
| Apr 1, 2026 | Clients | 8,148 | 10,031 | increased by1,883 |
| Apr 1, 2026 | AUM | $1,882,191,054 | $3,540,242,913 | increased by$1,658,051,859 |
| Apr 1, 2026 | Accounts | 8,148 | 10,031 | increased by1,883 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 44 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,023 | 8,148 | increased by1,125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,295,926,363 | $1,882,191,054 | increased by$586,264,691 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,023 | 8,148 | increased by1,125 |
| Apr 1, 2022 | Employees | 32 | 35 | increased by3 |
| Apr 1, 2022 | Clients | 7,064 | 7,023 | decreased by41 |
| Apr 1, 2022 | AUM | $1,034,665,209 | $1,295,926,363 | increased by$261,261,154 |
| Apr 1, 2022 | Accounts | 7,064 | 7,023 | decreased by41 |
| 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 PLAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT PLAN” 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.