RETIREMENT ADVISORS, INC.
CRD #122122 SEC #801-112649 MOBILE, AL 251-344-0707
SEC Registered
Total AUM
$148.6M
Discretionary
$147.3M
Employees
3
Clients
26
Accounts
399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $148.6M | $147.3M | $1.3M | 3 | 0 |
| Mar 2024 | $144.4M | $143.2M | $1.1M | 3 | 0 |
| Jun 2023 | $131.5M | $130.4M | $1.1M | 3 | 0 |
| Jan 2023 | $131.5M | $130.4M | $1.1M | 3 | 0 |
| Feb 2022 | $154.7M | $153.4M | $1.3M | 3 | 0 |
| Feb 2021 | $140.7M | $139.4M | $1.2M | 3 | 0 |
| Jul 2020 | $129.8M | $127.6M | $2.2M | 3 | 0 |
| Jun 2020 | $129.8M | $127.6M | $2.2M | 3 | 0 |
| Feb 2020 | $129.8M | $127.6M | $2.2M | 3 | 0 |
| Jan 2020 | $129.8M | $127.6M | $2.2M | 3 | 0 |
| Jan 2019 | $117.5M | $115.5M | $2M | 3 | 0 |
| Apr 2018 | $125.6M | $123.3M | $2.3M | 3 | 0 |
| Mar 2018 | $125.6M | $123.3M | $2.3M | 3 | 0 |
| Feb 2018 | $125.6M | $123.3M | $2.3M | 3 | 0 |
| May 2012 | $58.8M | $36.1M | $22.7M | 1 | 147 |
| Apr 2012 | $58.8M | $36.1M | $22.7M | 1 | 147 |
| Apr 2012 | $58.8M | $36.1M | $22.7M | 1 | 147 |
| Feb 2012 | $58.8M | $36.1M | $22.7M | 1 | 147 |
| Jul 2011 | $54M | $37.9M | $16.1M | 5 | -- |
| Jul 2011 | $54M | $37.9M | $16.1M | 5 | -- |
| Feb 2011 | $54M | $37.9M | $16.1M | 5 | -- |
| Mar 2007 | $45.6M | $9M | $36.6M | 5 | -- |
| Mar 2006 | $36.1M | $0 | $36.1M | 5 | -- |
DateFeb 2025
Total AUM$148.6M
Discretionary$147.3M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2024
Total AUM$144.4M
Discretionary$143.2M
Non-Disc.$1.1M
Employees3
Clients0
DateJun 2023
Total AUM$131.5M
Discretionary$130.4M
Non-Disc.$1.1M
Employees3
Clients0
DateJan 2023
Total AUM$131.5M
Discretionary$130.4M
Non-Disc.$1.1M
Employees3
Clients0
DateFeb 2022
Total AUM$154.7M
Discretionary$153.4M
Non-Disc.$1.3M
Employees3
Clients0
DateFeb 2021
Total AUM$140.7M
Discretionary$139.4M
Non-Disc.$1.2M
Employees3
Clients0
DateJul 2020
Total AUM$129.8M
Discretionary$127.6M
Non-Disc.$2.2M
Employees3
Clients0
DateJun 2020
Total AUM$129.8M
Discretionary$127.6M
Non-Disc.$2.2M
Employees3
Clients0
DateFeb 2020
Total AUM$129.8M
Discretionary$127.6M
Non-Disc.$2.2M
Employees3
Clients0
DateJan 2020
Total AUM$129.8M
Discretionary$127.6M
Non-Disc.$2.2M
Employees3
Clients0
DateJan 2019
Total AUM$117.5M
Discretionary$115.5M
Non-Disc.$2M
Employees3
Clients0
DateApr 2018
Total AUM$125.6M
Discretionary$123.3M
Non-Disc.$2.3M
Employees3
Clients0
DateMar 2018
Total AUM$125.6M
Discretionary$123.3M
Non-Disc.$2.3M
Employees3
Clients0
DateFeb 2018
Total AUM$125.6M
Discretionary$123.3M
Non-Disc.$2.3M
Employees3
Clients0
DateMay 2012
Total AUM$58.8M
Discretionary$36.1M
Non-Disc.$22.7M
Employees1
Clients147
DateApr 2012
Total AUM$58.8M
Discretionary$36.1M
Non-Disc.$22.7M
Employees1
Clients147
DateApr 2012
Total AUM$58.8M
Discretionary$36.1M
Non-Disc.$22.7M
Employees1
Clients147
DateFeb 2012
Total AUM$58.8M
Discretionary$36.1M
Non-Disc.$22.7M
Employees1
Clients147
DateJul 2011
Total AUM$54M
Discretionary$37.9M
Non-Disc.$16.1M
Employees5
Clients--
DateJul 2011
Total AUM$54M
Discretionary$37.9M
Non-Disc.$16.1M
Employees5
Clients--
DateFeb 2011
Total AUM$54M
Discretionary$37.9M
Non-Disc.$16.1M
Employees5
Clients--
DateMar 2007
Total AUM$45.6M
Discretionary$9M
Non-Disc.$36.6M
Employees5
Clients--
DateMar 2006
Total AUM$36.1M
Discretionary$0
Non-Disc.$36.1M
Employees5
Clients--