# Retirement Plan Advisors, LLC

> Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 122758
- Filed as: RETIREMENT PLAN ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122758
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-plan-advisors-llc-chicago-il-122758

## Quick answers

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

**Where is Retirement Plan Advisors, LLC located?**
Retirement Plan Advisors, LLC's principal office is in Chicago, IL, according to its Form ADV; the August 2026 filing also lists 15 other offices (Schedule D, Section 1.F).

**Is Retirement Plan Advisors, LLC registered with the SEC or a state?**
Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 122758.

**How much does Retirement Plan Advisors, LLC manage?**
Retirement Plan Advisors, LLC reports $3,540,242,913 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Retirement Plan Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Retirement Plan Advisors, LLC: Regulatory assets under management: $1,034,665,209 in the October 2021 data and $3,540,242,913 in the October 2026 data, up 242%. Total employees: 32 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirement Plan Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,994); pooled investment vehicles (other than investment companies and business development companies) (1,758); state or municipal government entities (including government pension plans) (176).

**Which custodians does Retirement Plan Advisors, LLC use?**
Retirement Plan Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Great-West Trust Company, LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Retirement Plan Advisors, 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/122758

**What changed in Retirement Plan Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Great-West Trust Company, LLC
- National Financial Services 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: $3,540,242,913
- Discretionary: $3,540,242,913
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,994 | $635,078,680 |
| High net worth individuals | 103 | $162,715,202 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1,758 | $105,809,755 |
| State or municipal government entities (including government pension plans) | 176 | $2,636,639,276 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (22 years)
- Employees: 47 total, 47 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, VI, VT, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Frankfort, IL
- Frisco, TX
- Janesville, WI
- Jefferson City, MO
- Lebanon, OH
- Lee'S Summit, MO
- McMillan, MI
- Metairie, LA
- Northville, MI
- Shorewood, IL
- Shreveport, LA
- St. Peters, MO
- St. Petersburg, FL
- Tracy, CA
- Wesley Chapel, FL

### Websites listed on Form ADV (Item 1.I)
- retirementplanadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,034,665,209 | 32 | March 31, 2021 |
| October 2022 | $1,295,926,363 | 35 | August 25, 2022 |
| October 2023 | $1,097,395,708 | 37 | June 16, 2023 |
| October 2024 | $1,472,433,912 | 43 | May 31, 2024 |
| October 2025 | $1,882,191,054 | 44 | June 2, 2025 |
| October 2026 | $3,540,242,913 | 47 | July 30, 2026 |

Regulatory assets under management: $1,034,665,209 in the October 2021 data and $3,540,242,913 in the October 2026 data, up 242%.
Total employees: 32 in October 2021 and 47 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in SC.

### April 2026
- Employees performing advisory functions went from 44 to 47.
- Regulatory assets under management went from $1,882,191,054 to $3,540,242,913 (+88%).
- Added an office in Frankfort, IL.
- Added an office in Wesley Chapel, FL.
- No longer lists an office in Georgetown, KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Plan Advisors, LLC (CRD 122758): Form ADV filing data as of October 2026.