RETIREMENT PLAN ADVISORS, LLC
SEC RegisteredWith RPA, the future is better than you think.
About the firm
RPA is an independent registered investment adviser dedicated to helping employers improve employee retirement outcomes. They serve as a fiduciary, providing high-touch personal service to plan sponsors and working Americans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
3(21) & 3(38) fiduciary services, plan design and implementation, onsite participant enrollment and advisory services, recordkeeper search and plan oversight, fee benchmarking, RFP/Q/I and fee negotiation, and personalized investment solutions for asset accumulation and income generation.
Who they serve
Employers (plan sponsors) and their employees, including working Americans seeking retirement solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,994 | $635M |
| High Net Worth Individuals | 103 | $163M |
| Pension/Profit Sharing Plans | 1,758 | $106M |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
47 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIREMENT PLAN ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.