# Global Retirement Partners LLC

> Global Retirement Partners LLC is an SEC-registered investment advisory firm in San Rafael, CA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 172011
- Filed as: GLOBAL RETIREMENT PARTNERS LLC
- Also doing business as: 401(K) PLAN PROFESSIONALS, A + T WEALTH  MANAGEMENT, ADVIZRS, AEGIS RETIREMENT GROUP, AFS 401(K) RETIREMENT SERVICES, ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, ANDERSON FINANCIAL, ARDEA FIDUCIARY ADVISORS, ASSURED PARTNERS FINANCIAL ADVISORS, BAYSTATE FIDUCIARY ADVISORS, BCG RETIREMENT CONSULTANTS, BEH COMPANY, LLC, BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, BHS FINANCIAL SERVICES, BJORK ASSET MANAGEMENT, BLACK BOX PENSION ADVOCATES LLC, BLS WEALTH MANAGEMENT, BRYSON WEALTH MANAGEMENT, BURKHART INVESTMENT GROUP, CASWELL ADVISORS, CDS WEALTH MANAGEMENT, COMPASS RETIREMENT SERVICES, CONNOR & GALLAGHER ONESOURCE, CONOVER CAPITAL MANAGEMENT, CREATIVE FINANCIAL STRATEGIES, CSI ADVISORY SERVICES, DIAMOND CAPITAL WEALTH MANAGEMENT GROUP, DIETZ & LYNCH CAPITAL, DOUGLAS R. PEETE & ASSOCIATES, DUVAL RETIREMENT ADVISORS, DWC WEALTH ADVISORS, EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC, EDD HOLDER AND ASSOCIATES, FAIM NORCAL, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL, FINANCIAL PARTNERS ADVISORY GROUP, FITLIFE RETIREMENT, FOCUSED FINANCIAL STRATEGIES, FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, FRS ADVISORS, FRS CAPITAL MANAGEMENT, GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS, GBS RETIRE, GRP, GRP FINANCIAL, GRP FINANCIAL CALIFORNIA, LLC, GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC., HARGRAVE FIDUCIARY ADVISORS, HB RETIREMENT, HEFFERNAN FINANCIAL, HEFFERNAN FINANCIAL SERVICES, HEFFERNAN INVESTMENT MANAGEMENT, HEFFERNAN RETIREMENT SERVICES, HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT, HILB GROUP RETIREMENT SERVICES, HOLDEN & COMPANY RETIREMENT PARTNERS, HUB RETIREMENT AND WEALTH MANAGEMENT, HUB RETIREMENT AND WEALTH MANAGEMENT  FORMERLY EPSTEIN FINANCIAL SERVICES, HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL, HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS, HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS, INCLINE PENSION CONSULTING, INDEPENDENT FINANCIAL PARTNERS, INSIGHT FINANCIAL ADVISORS, LLC, INSIGHT FINANCIAL PARTNERS, LLC, INSIGHT FINANCIAL SOLUTIONS, JMR WEALTH AND RETIREMENT PLANNING, JOHNSON & DUGAN, JW RETIREMENT GROUP, KARAM FINANCIAL GROUP, KELLEY INVESTMENT ADVISORY SERVICES, KELLY BENEFITS ADVISORY, KOROL FINANCIAL GROUP LLC, LEAVITT RETIREMENT PARTNERS, LEGACY PLANNING, A HUB INTERNATIONAL COMPANY, M3 FINANCIAL, MADISON PENSION SERVICES, MRP, MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC., MW BRIDGE FINANCIAL, MY 360 WEALTH MANAGEMENT GROUP, NORTHEAST INVESTMENT SERVICES, NORTHSTAR RETIREMENT ADVISORS, OSWALD FINANCIAL WEALTH MANAGEMENT, OSWALD FINANCIAL, INC., OSWALD WEALTH MANAGEMENT, OWEN WEALTH MANAGEMENT, PLAN SPONSOR GROUP, PPS RETIREMENT ADVISORS, PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY, QUINTES FINANCIAL SERVICES, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT., RELATIONAL ADVISORS, RENAISSANCE BENEFIT ADVISORS GROUP, LLC, RETIREMENT & BENEFIT PARTNERS, RETIREMENT & BENEFIT PARTNERS OF RHODE ISLAND, LLC, RETIREMENT CFO, RETIREMENT IMPACT, RETIREMENT PLAN ANALYTICS, RETIREMENT PLAN CONSULTANTS, RETIREMENT PLAN SOLUTIONS, RIZE WEALTH, ROBYN DOROSHOW, ROSSITER WEALTH MANAGEMENT, RPC WEALTH MANAGEMENT, RSG ADVISORY, RWM FINANCIAL GROUP, SCE FCU WEALTH MANAGEMENT, SHUSTER ADVISORY GROUP, A HUB INTERNATIONAL COMPANY, SS/RBA, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED, STEWARDSHIP FINANCIAL, STONESTREET ADVISOR GROUP, LLC, STONESTREET PRIVATE CLIENT GROUP, STONESTREET RENAISSANCE, STONESTREET RENAISSANCE BENEFITS ADVISOR, STONESTREET RENAISSANCE PRIVATE CLIENT GROUP, TODD ADVISORS, TRUE LATITUDE FINANCIAL, UME WEALTH MANAGEMENT, VANDEBERG & BOLL FINANCIAL, LLC, WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, WEALTHPLAN ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, WESTGAGE CAPITAL CONSULTANTS, WHARTON HILL ADVISORS, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIIMITED, WOODRUFF SAWYER
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172011
- AdvisorCensus page: https://advisorcensus.com/firm/global-retirement-partners-llc-san-rafael-ca-172011

## Quick answers

**How is Global Retirement Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Global Retirement Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Global Retirement Partners LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated May 15, 2026 states: Asset-based fee: up to 3% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Global Retirement Partners LLC located?**
Global Retirement Partners LLC's principal office is in San Rafael, CA, according to its Form ADV; the October 2026 filing also lists 25 other offices (Schedule D, Section 1.F).

**Is Global Retirement Partners LLC registered with the SEC or a state?**
Global Retirement Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172011.

**How much does Global Retirement Partners LLC manage?**
Global Retirement Partners LLC reports $169,584,566,299 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (33% discretionary).

**How have Global Retirement Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Global Retirement Partners LLC: Regulatory assets under management: $76,274,048,042 in the October 2021 data and $169,584,566,299 in the October 2026 data, up 122%. Total employees: 347 in October 2021 and 464 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Retirement Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11,380); pension and profit sharing plans (but not the plan participants or government pension plans) (11,120); high net worth individuals (5,960).

**Which custodians does Global Retirement Partners LLC use?**
Global Retirement Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Global Retirement Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172011

**What changed in Global Retirement Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name CDS Wealth Management.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

> Fees for this service will be charged on a percentage of assets under management basis not to exceed a 3% per annum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,584,566,299
- Discretionary: $55,229,750,894
- Non-discretionary: $114,354,815,405

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11,380 | $3,674,914,749 |
| High net worth individuals | 5,960 | $6,853,149,506 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11,120 | $158,639,188,477 |
| Charitable organizations | 64 | $134,091,676 |
| Corporations or other businesses not listed above | 169 | $283,221,891 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 464 total, 442 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Allentown, PA
- Bethesda, MD
- Blue Bell, PA
- Boston, MA
- Charlotte, NC
- Cleveland, OH
- Columbia, SC
- Denver, CO
- Fort Lauderdale, FL
- Fort Worth, TX
- Hunt Valley, MD
- Indianapolis, IN
- Long Beach, CA
- McLean, VA
- Moon Township, PA
- Northbrook, IL
- Porthsmouth, NH
- Rockville, MD
- Sandy, UT
- Scottsdale, AZ
- South Salt Lake, UT
- Walnut Creek, CA
- Wayne, PA
- West Chester, PA
- Wilmington, MA

### Websites listed on Form ADV (Item 1.I)
- grpfinancial.com
- LinkedIn @grp-global-retirement-partners
- X @grpfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $76,274,048,042 | 347 | August 31, 2021 |
| October 2022 | $107,120,212,323 | 402 | September 20, 2022 |
| October 2023 | $119,814,842,543 | 453 | September 1, 2023 |
| October 2024 | $140,720,840,748 | 505 | September 19, 2024 |
| October 2025 | $143,416,430,435 | 448 | June 9, 2025 |
| October 2026 | $169,584,566,299 | 464 | September 14, 2026 |

Regulatory assets under management: $76,274,048,042 in the October 2021 data and $169,584,566,299 in the October 2026 data, up 122%.
Total employees: 347 in October 2021 and 464 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name CDS Wealth Management.

### July 2026
- Added the business name Shuster Advisory Group, a Hub International Company.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- No longer lists the business name Alcala Wealth Management.
- Added the business name Relational Advisors.
- Added the business name Plan Sponsor Group.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $143,416,430,435 to $169,584,566,299 (+18%).
- Employees performing advisory functions went from 434 to 442.
- Added the business name RPC Wealth Management.
- Added the business name Vandeberg & Boll Financial, LLC.
- No longer lists the business name Vandeberg & Boll Financial.
- Changed its office addresses in Cleveland, OH.
- Changed its office addresses in Long Beach, CA.
- Changed its office addresses in Sandy, UT.
- Added an office in Allentown, PA.
- Added an office in Moon Township, PA.
- Added an office in Porthsmouth, NH.
- Added an office in West Chester, PA.
- No longer lists an office in Denver, CO.
- No longer lists an office in Madison, WI.
- No longer lists an office in Portsmouth, NH.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Added the business name Retirement CFO.
- Added the business name Vandeberg & Boll Financial.
- Registered or notice-filed in PR.

### February 2026
- Added the business name True Latitude Financial.
- Added the business name Westgage Capital Consultants.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Added the business name Focused Financial Strategies.
- Added the business name Legacy Planning, a Hub International Company.
- No longer lists the business name Focused Financial.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Retirement Partners LLC (CRD 172011): Form ADV filing data as of October 2026.