RETIREMENT ADVISORS, LLC
CRD #147701 SEC #801-69377 DALLAS, TX 972-371-0545
SEC Registered
Total AUM
$174.6M
Discretionary
$0
Employees
3
Clients
0
Accounts
107
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $174.6M | $0 | $174.6M | 3 | 0 |
| Feb 2024 | $156.3M | $0 | $156.3M | 2 | 0 |
| Feb 2023 | $146.6M | $0 | $146.6M | 2 | 0 |
| Jun 2022 | $181.3M | $0 | $181.3M | 2 | 0 |
| Feb 2022 | $181.3M | $0 | $181.3M | 2 | 0 |
| Feb 2021 | $353.7M | $0 | $353.7M | 2 | 100 |
| Jan 2021 | $291.2M | $0 | $291.2M | 2 | 100 |
| Jun 2020 | $291.2M | $0 | $291.2M | 2 | 100 |
| Mar 2020 | $291.2M | $0 | $291.2M | 2 | 100 |
| Mar 2019 | $240.6M | $0 | $240.6M | 2 | 100 |
| Feb 2019 | $275.6M | $0 | $275.6M | 1 | 100 |
| Mar 2018 | $275.6M | $0 | $275.6M | 1 | 100 |
| Mar 2017 | $225.8M | $0 | $225.8M | 1 | 26 |
| Mar 2016 | $219.4M | $0 | $219.4M | 1 | 26 |
| Mar 2015 | $220.4M | $0 | $220.4M | 2 | 26 |
| Mar 2014 | $186.5M | $0 | $186.5M | 2 | 26 |
| Mar 2013 | $144M | $0 | $144M | 2 | 26 |
| Mar 2012 | $119.7M | $0 | $119.7M | 1 | 26 |
| May 2011 | $104.3M | $0 | $104.3M | 5 | -- |
| Mar 2011 | $104.3M | $0 | $104.3M | 5 | -- |
| Feb 2009 | $4.9M | $0 | $4.9M | 5 | -- |
DateFeb 2025
Total AUM$174.6M
Discretionary$0
Non-Disc.$174.6M
Employees3
Clients0
DateFeb 2024
Total AUM$156.3M
Discretionary$0
Non-Disc.$156.3M
Employees2
Clients0
DateFeb 2023
Total AUM$146.6M
Discretionary$0
Non-Disc.$146.6M
Employees2
Clients0
DateJun 2022
Total AUM$181.3M
Discretionary$0
Non-Disc.$181.3M
Employees2
Clients0
DateFeb 2022
Total AUM$181.3M
Discretionary$0
Non-Disc.$181.3M
Employees2
Clients0
DateFeb 2021
Total AUM$353.7M
Discretionary$0
Non-Disc.$353.7M
Employees2
Clients100
DateJan 2021
Total AUM$291.2M
Discretionary$0
Non-Disc.$291.2M
Employees2
Clients100
DateJun 2020
Total AUM$291.2M
Discretionary$0
Non-Disc.$291.2M
Employees2
Clients100
DateMar 2020
Total AUM$291.2M
Discretionary$0
Non-Disc.$291.2M
Employees2
Clients100
DateMar 2019
Total AUM$240.6M
Discretionary$0
Non-Disc.$240.6M
Employees2
Clients100
DateFeb 2019
Total AUM$275.6M
Discretionary$0
Non-Disc.$275.6M
Employees1
Clients100
DateMar 2018
Total AUM$275.6M
Discretionary$0
Non-Disc.$275.6M
Employees1
Clients100
DateMar 2017
Total AUM$225.8M
Discretionary$0
Non-Disc.$225.8M
Employees1
Clients26
DateMar 2016
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees1
Clients26
DateMar 2015
Total AUM$220.4M
Discretionary$0
Non-Disc.$220.4M
Employees2
Clients26
DateMar 2014
Total AUM$186.5M
Discretionary$0
Non-Disc.$186.5M
Employees2
Clients26
DateMar 2013
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees2
Clients26
DateMar 2012
Total AUM$119.7M
Discretionary$0
Non-Disc.$119.7M
Employees1
Clients26
DateMay 2011
Total AUM$104.3M
Discretionary$0
Non-Disc.$104.3M
Employees5
Clients--
DateMar 2011
Total AUM$104.3M
Discretionary$0
Non-Disc.$104.3M
Employees5
Clients--
DateFeb 2009
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees5
Clients--