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RETIREMENT PLANNERS OF AMERICA
Legal name: RPOA ADVISORS, INC.
CRD 157222File 801-72262
APPROVED
Retail clients
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.59B
Top 25% of cohort (national)
Discretionary AUM
$3.56B
Non-discretionary $30.6M
Clients
5,657
13,358 accounts
Employees
126
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 4, 2011
- Principal office
- 2820 DALLAS PARKWAY, PLANO, TX, 75093
- Phone
- 469-246-3600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.59B
- Discretionary AUM
- $3.56B
- Non-discretionary AUM
- $30.6M
- Discretionary accounts
- 13,278
- Non-discretionary accounts
- 80
- Total accounts
- 13,358
- AUM per client
- $634K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $38.0M |
| High net worth individuals | 1,116 | $1.99B |
| Individuals (other than high net worth individuals) | 4,509 | $1.56B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 | Clients | 6,827 | 5,657 | decreased by1,170 |
| Apr 1, 2026 | AUM | $3,975,227,271 | $3,588,670,117 | decreased by$386,557,154 |
| Apr 1, 2026 | Accounts | 15,760 | 13,358 | decreased by2,402 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 100 | 126 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,092 | 6,827 | decreased by1,265 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,709,352,114 | $3,975,227,271 | decreased by$734,124,843 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19,153 | 15,760 | decreased by3,393 |
| Apr 1, 2022 | Clients | 8,678 | 8,092 | decreased by586 |
| Apr 1, 2022 | AUM | $4,504,485,677 | $4,709,352,114 | increased by$204,866,437 |
| Apr 1, 2022 | Accounts | 22,310 | 19,153 | decreased by3,157 |
| 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 PLANNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT PLANNERS” 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.