RETIREMENT PLAN ADVISORS, LLC
CRD #122758 SEC #801-63261 CHICAGO, IL 312-701-1100
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
44
Clients
10
Accounts
8,148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.9B | $1.9B | $0 | 44 | 1,209 |
| Mar 2025 | $1.9B | $1.9B | $0 | 44 | 1,209 |
| Jan 2025 | $1.5B | $1.5B | $0 | 45 | 1,270 |
| Dec 2024 | $1.5B | $1.5B | $0 | 45 | 1,270 |
| May 2024 | $1.5B | $1.5B | $0 | 43 | 1,270 |
| Mar 2024 | $1.5B | $1.5B | $0 | 42 | 1,270 |
| Jun 2023 | $1.1B | $1.1B | $0 | 37 | 1,348 |
| Jun 2023 | $1.1B | $1.1B | $0 | 37 | 1,348 |
| Mar 2023 | $1.1B | $1.1B | $0 | 37 | 1,348 |
| Mar 2023 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Feb 2023 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Jan 2023 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Oct 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Aug 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Aug 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| May 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| May 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Mar 2022 | $1.3B | $1.3B | $0 | 35 | 1,331 |
| Jan 2022 | $1B | $1B | $0 | 32 | 1,220 |
| Mar 2021 | $1B | $1B | $0 | 32 | 1,220 |
| Mar 2021 | $1B | $1B | $0 | 32 | 1,220 |
| Sep 2020 | $723.4M | $723.4M | $0 | 34 | 1,197 |
| Jul 2020 | $723.4M | $723.4M | $0 | 34 | 1,197 |
| Jun 2020 | $723.4M | $723.4M | $0 | 34 | 1,197 |
| Jun 2020 | $723.4M | $723.4M | $0 | 34 | 1,197 |
| Mar 2020 | $723.4M | $723.4M | $0 | 34 | 1,197 |
| Jun 2019 | $581M | $580M | $974.9K | 34 | 1,159 |
| Mar 2019 | $581M | $580M | $974.9K | 34 | 1,159 |
| Nov 2018 | $530.6M | $528.3M | $2.3M | 34 | 1,259 |
| Sep 2018 | $530.6M | $528.3M | $2.3M | 34 | 1,259 |
| Apr 2018 | $530.6M | $528.3M | $2.3M | 34 | 1,259 |
| Mar 2018 | $530.6M | $528.3M | $2.3M | 34 | 1,259 |
| Jun 2017 | $1.6B | $434.8M | $1.2B | 35 | 8,400 |
| Mar 2017 | $1.6B | $434.8M | $1.2B | 35 | 8,400 |
| Mar 2017 | $1.6B | $434.8M | $1.2B | 35 | 8,400 |
| Jan 2017 | $1.6B | $443.2M | $1.1B | 37 | 8,700 |
| Mar 2016 | $1.6B | $443.2M | $1.1B | 37 | 8,700 |
| Feb 2016 | $1.5B | $438.8M | $1.1B | 38 | 8,600 |
| Mar 2015 | $1.5B | $438.8M | $1.1B | 38 | 8,600 |
| Mar 2015 | $1.5B | $438.8M | $1.1B | 38 | 8,600 |
| Mar 2014 | $439.2M | $385.9M | $53.3M | 41 | 8,700 |
| Mar 2014 | $439.2M | $385.9M | $53.3M | 41 | 8,700 |
| Oct 2013 | $342.4M | $333.2M | $9.2M | 42 | 8,300 |
| Apr 2013 | $342.4M | $333.2M | $9.2M | 42 | 8,300 |
| Mar 2013 | $342.4M | $333.2M | $9.2M | 42 | 8,300 |
| Jun 2012 | $284.4M | $274.4M | $10M | 11 | 8,100 |
| Mar 2012 | $284.4M | $274.4M | $10M | 11 | 8,100 |
| Apr 2011 | $250M | $250M | $0 | -- | -- |
| Mar 2011 | $250M | $250M | $0 | -- | -- |
| Feb 2011 | $170M | $170M | $0 | -- | -- |
| Mar 2010 | $170M | $170M | $0 | -- | -- |
| Mar 2009 | $60M | $60M | $0 | -- | -- |
| Mar 2009 | $60M | $60M | $0 | -- | -- |
| Jan 2008 | $62M | $62M | $0 | 5 | -- |
| Jan 2008 | $62M | $62M | $0 | 5 | -- |
| Nov 2007 | $62M | $62M | $0 | 5 | -- |
| Feb 2007 | $62M | $62M | $0 | 5 | -- |
| Jan 2007 | $62M | $62M | $0 | 5 | -- |
| Mar 2006 | $36M | $36M | $0 | 5 | -- |
| Dec 2005 | $36M | $36M | $0 | 5 | -- |
| Aug 2004 | $20M | $18M | $2M | 5 | -- |
| Jul 2004 | $20M | $18M | $2M | 5 | -- |
| Jun 2004 | $20M | $18M | $2M | 5 | -- |
DateJun 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients1,209
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients1,209
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients1,270
DateDec 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees45
Clients1,270
DateMay 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees43
Clients1,270
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees42
Clients1,270
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients1,348
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients1,348
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients1,348
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateFeb 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateOct 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateMay 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateMay 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees35
Clients1,331
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients1,220
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients1,220
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients1,220
DateSep 2020
Total AUM$723.4M
Discretionary$723.4M
Non-Disc.$0
Employees34
Clients1,197
DateJul 2020
Total AUM$723.4M
Discretionary$723.4M
Non-Disc.$0
Employees34
Clients1,197
DateJun 2020
Total AUM$723.4M
Discretionary$723.4M
Non-Disc.$0
Employees34
Clients1,197
DateJun 2020
Total AUM$723.4M
Discretionary$723.4M
Non-Disc.$0
Employees34
Clients1,197
DateMar 2020
Total AUM$723.4M
Discretionary$723.4M
Non-Disc.$0
Employees34
Clients1,197
DateJun 2019
Total AUM$581M
Discretionary$580M
Non-Disc.$974.9K
Employees34
Clients1,159
DateMar 2019
Total AUM$581M
Discretionary$580M
Non-Disc.$974.9K
Employees34
Clients1,159
DateNov 2018
Total AUM$530.6M
Discretionary$528.3M
Non-Disc.$2.3M
Employees34
Clients1,259
DateSep 2018
Total AUM$530.6M
Discretionary$528.3M
Non-Disc.$2.3M
Employees34
Clients1,259
DateApr 2018
Total AUM$530.6M
Discretionary$528.3M
Non-Disc.$2.3M
Employees34
Clients1,259
DateMar 2018
Total AUM$530.6M
Discretionary$528.3M
Non-Disc.$2.3M
Employees34
Clients1,259
DateJun 2017
Total AUM$1.6B
Discretionary$434.8M
Non-Disc.$1.2B
Employees35
Clients8,400
DateMar 2017
Total AUM$1.6B
Discretionary$434.8M
Non-Disc.$1.2B
Employees35
Clients8,400
DateMar 2017
Total AUM$1.6B
Discretionary$434.8M
Non-Disc.$1.2B
Employees35
Clients8,400
DateJan 2017
Total AUM$1.6B
Discretionary$443.2M
Non-Disc.$1.1B
Employees37
Clients8,700
DateMar 2016
Total AUM$1.6B
Discretionary$443.2M
Non-Disc.$1.1B
Employees37
Clients8,700
DateFeb 2016
Total AUM$1.5B
Discretionary$438.8M
Non-Disc.$1.1B
Employees38
Clients8,600
DateMar 2015
Total AUM$1.5B
Discretionary$438.8M
Non-Disc.$1.1B
Employees38
Clients8,600
DateMar 2015
Total AUM$1.5B
Discretionary$438.8M
Non-Disc.$1.1B
Employees38
Clients8,600
DateMar 2014
Total AUM$439.2M
Discretionary$385.9M
Non-Disc.$53.3M
Employees41
Clients8,700
DateMar 2014
Total AUM$439.2M
Discretionary$385.9M
Non-Disc.$53.3M
Employees41
Clients8,700
DateOct 2013
Total AUM$342.4M
Discretionary$333.2M
Non-Disc.$9.2M
Employees42
Clients8,300
DateApr 2013
Total AUM$342.4M
Discretionary$333.2M
Non-Disc.$9.2M
Employees42
Clients8,300
DateMar 2013
Total AUM$342.4M
Discretionary$333.2M
Non-Disc.$9.2M
Employees42
Clients8,300
DateJun 2012
Total AUM$284.4M
Discretionary$274.4M
Non-Disc.$10M
Employees11
Clients8,100
DateMar 2012
Total AUM$284.4M
Discretionary$274.4M
Non-Disc.$10M
Employees11
Clients8,100
DateApr 2011
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$20M
Discretionary$18M
Non-Disc.$2M
Employees5
Clients--
DateJul 2004
Total AUM$20M
Discretionary$18M
Non-Disc.$2M
Employees5
Clients--
DateJun 2004
Total AUM$20M
Discretionary$18M
Non-Disc.$2M
Employees5
Clients--