RPOA ADVISORS, INC.
Legal name: RETIREMENT PLANNERS OF AMERICA
CRD #157222 SEC #801-72262 PLANO, TX 469-246-3600
SEC Registered
Total AUM
$4B
Discretionary
$4B
Employees
126
Clients
--
Accounts
15,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $4B | $4B | $0 | 126 | 0 |
| Mar 2025 | $4B | $4B | $0 | 126 | 0 |
| Nov 2024 | $3.6B | $3.6B | $0 | 122 | 0 |
| Aug 2024 | $3.6B | $3.6B | $0 | 122 | 0 |
| Jun 2024 | $3.6B | $3.6B | $0 | 122 | 0 |
| Jan 2024 | $3.6B | $3.6B | $0 | 122 | 0 |
| Sep 2023 | $3.4B | $3.4B | $0 | 115 | 0 |
| Jun 2023 | $3.4B | $3.4B | $0 | 115 | 0 |
| Apr 2023 | $3.4B | $3.4B | $0 | 115 | 0 |
| Mar 2023 | $3.4B | $3.4B | $0 | 115 | 0 |
| Jan 2023 | $4.7B | $4.7B | $0 | 100 | 0 |
| Nov 2022 | $4.7B | $4.7B | $0 | 100 | 0 |
| Mar 2022 | $4.7B | $4.7B | $0 | 100 | 0 |
| Sep 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Jul 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Jun 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Apr 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Mar 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Mar 2021 | $4.5B | $4.5B | $0 | 100 | 0 |
| Nov 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Nov 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Jul 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Jul 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Jun 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Mar 2020 | $4.4B | $4.4B | $0 | 101 | 0 |
| Dec 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Nov 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Sep 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Sep 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Aug 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Aug 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Apr 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Mar 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Mar 2019 | $4.2B | $4.2B | $0 | 90 | 0 |
| Nov 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| Oct 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| May 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| May 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| Apr 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| Mar 2018 | $4.1B | $4.1B | $0 | 90 | 0 |
| Nov 2017 | $3.9B | $3.9B | $0 | 89 | 0 |
| Oct 2017 | $3.9B | $3.9B | $0 | 89 | 0 |
| Sep 2017 | $3.9B | $3.9B | $0 | 89 | 7,300 |
| Jul 2017 | $3.4B | $3.4B | $0 | 83 | 7,300 |
| Jun 2017 | $3.4B | $3.4B | $0 | 83 | 7,300 |
| Jun 2017 | $3.4B | $3.4B | $0 | 83 | 7,300 |
| Mar 2017 | $3.4B | $3.4B | $0 | 83 | 7,300 |
| Jan 2017 | $3.3B | $3.3B | $0 | 70 | 6,500 |
| Dec 2016 | $3.3B | $3.3B | $0 | 70 | 6,500 |
| Dec 2016 | $3.3B | $3.3B | $0 | 70 | 6,500 |
| May 2016 | $2.9B | $2.8B | $90.7M | 70 | 6,500 |
| Mar 2016 | $2.9B | $2.8B | $90.7M | 70 | 6,500 |
| Jan 2016 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Dec 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Nov 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Sep 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Aug 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Jun 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Jun 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Jun 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| May 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Apr 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Mar 2015 | $2.7B | $2.6B | $95.6M | 65 | 5,000 |
| Feb 2015 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Dec 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Oct 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Aug 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| May 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Mar 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Feb 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Feb 2014 | $2.2B | $2.1B | $87.2M | 45 | 4,000 |
| Jan 2014 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Jan 2014 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Jan 2014 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Nov 2013 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Aug 2013 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Apr 2013 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Mar 2013 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Feb 2013 | $1.6B | $1.5B | $78.9M | 28 | 3,000 |
| Apr 2012 | $1.4B | $1.4B | $8.2M | 11 | 2,500 |
| Feb 2012 | $1.4B | $1.4B | $8.2M | 11 | 2,500 |
| Jan 2012 | $1.4B | $1.4B | $0 | 11 | 2,500 |
| Jul 2011 | $1.4B | $1.4B | $69.2M | -- | -- |
| Jul 2011 | $1.4B | $1.4B | $69.2M | -- | -- |
| May 2011 | $0 | $0 | $0 | -- | -- |
| May 2011 | $0 | $0 | $0 | -- | -- |
| Apr 2011 | $0 | $0 | $0 | -- | -- |
| Mar 2011 | $0 | $0 | $0 | -- | -- |
| Mar 2011 | $0 | $0 | $0 | -- | -- |
DateJul 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees126
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees126
Clients0
DateNov 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees122
Clients0
DateAug 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees122
Clients0
DateJun 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees122
Clients0
DateJan 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees122
Clients0
DateSep 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees115
Clients0
DateJun 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees115
Clients0
DateApr 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees115
Clients0
DateMar 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees115
Clients0
DateJan 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees100
Clients0
DateNov 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees100
Clients0
DateMar 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees100
Clients0
DateSep 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateJul 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateJun 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateApr 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateMar 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateMar 2021
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees100
Clients0
DateNov 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateNov 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateJul 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateJul 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateJun 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateMar 2020
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees101
Clients0
DateDec 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateNov 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateSep 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateAug 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateAug 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateApr 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees90
Clients0
DateNov 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateOct 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateMay 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateMay 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateApr 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateMar 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees90
Clients0
DateNov 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees89
Clients0
DateOct 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees89
Clients0
DateSep 2017
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees89
Clients7,300
DateJul 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees83
Clients7,300
DateJun 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees83
Clients7,300
DateJun 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees83
Clients7,300
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees83
Clients7,300
DateJan 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees70
Clients6,500
DateDec 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees70
Clients6,500
DateDec 2016
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees70
Clients6,500
DateMay 2016
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$90.7M
Employees70
Clients6,500
DateMar 2016
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$90.7M
Employees70
Clients6,500
DateJan 2016
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateDec 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateNov 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateSep 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateAug 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateJun 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateJun 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateJun 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateMay 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateApr 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateMar 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$95.6M
Employees65
Clients5,000
DateFeb 2015
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateDec 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateOct 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateAug 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateMay 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateMar 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateFeb 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateFeb 2014
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$87.2M
Employees45
Clients4,000
DateJan 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateJan 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateJan 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateNov 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateAug 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateApr 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateMar 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateFeb 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$78.9M
Employees28
Clients3,000
DateApr 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$8.2M
Employees11
Clients2,500
DateFeb 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$8.2M
Employees11
Clients2,500
DateJan 2012
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients2,500
DateJul 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.2M
Employees--
Clients--
DateJul 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$69.2M
Employees--
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--