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GLOBAL RETIREMENT PARTNERS LLC
CRD 172011File 801-80074
APPROVED
Retail clients
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$169.58B
Top 10% of cohort (national)
Discretionary AUM
$55.23B
Non-discretionary $114.35B
Clients
28,693
33,988 accounts
Employees
464
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 14, 2014
- Principal office
- 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA, 94903
- Phone
- 415-526-2753
- Website
- HTTPs://WWW.GRPFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.58B
- Discretionary AUM
- $55.23B
- Non-discretionary AUM
- $114.35B
- Discretionary accounts
- 25,800
- Non-discretionary accounts
- 8,188
- Total accounts
- 33,988
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 169 | $283.2M |
| Charitable organizations | 64 | $134.1M |
| High net worth individuals | 5,960 | $6.85B |
| Pension and profit sharing plans | 11,120 | $158.64B |
| Individuals (other than high net worth individuals) | 11,380 | $3.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- 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
- 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 | 448 | 464 | increased by16 |
| Apr 1, 2026 | Clients | 24,340 | 28,693 | increased by4,353 |
| Apr 1, 2026 | AUM | $143,416,430,435 | $169,584,566,299 | increased by$26,168,135,864 |
| Apr 1, 2026 | Accounts | 30,235 | 33,988 | increased by3,753 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 402 | 448 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 19,922 | 24,340 | increased by4,418 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $107,120,212,323 | $143,416,430,435 | increased by$36,296,218,112 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19,922 | 30,235 | increased by10,313 |
| Apr 1, 2022 | Employees | 347 | 402 | increased by55 |
| Apr 1, 2022 | Clients | 12,806 | 19,922 | increased by7,116 |
| Apr 1, 2022 | AUM | $76,274,048,042 | $107,120,212,323 | increased by$30,846,164,281 |
| Apr 1, 2022 | Accounts | 12,806 | 19,922 | increased by7,116 |
| 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 “GLOBAL RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLOBAL RETIREMENT” 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.