Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Retirement Plan Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Retirement Plan Advisors, LLC, by the state and city of the office they work from.

41 registered advisors work at Retirement Plan Advisors, LLC, in 9 states and 18 cities; the most are in Chicago, IL (17). 4 list the CFP designation and 35 are also registered broker representatives.

Cities with the most Retirement Plan Advisors, LLC advisors

Chicago, IL 17Frisco, TX 4Janesville, WI 2Jefferson City, MO 2St. Peter's, MO 2St. Peters, MO 2Brown Deer, WI 1Cherry Hill, NJ 1Comstock Park, MI 1Lebanon, OH 1Lee's Summit, MO 1Macomb, MI 1Mokena, IL 1Parrish, FL 1Saint Peters, MO 1Shorewood, IL 1St. Louis, MO 1Tracy, CA 1

Retirement Plan Advisors, LLC advisors by state

Questions

How many financial advisors does Retirement Plan Advisors, LLC have?

41 investment adviser representatives are registered with Retirement Plan Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 18 cities. 4 list the CFP designation and 35 are also registered as broker representatives.

Where does Retirement Plan Advisors, LLC have the most advisors?

Chicago, IL, with 17 registered advisors, then Frisco, TX (4). By state, Illinois has the most, with 19.

How do I find a Retirement Plan Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Retirement Plan Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Retirement Plan Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →