RETIREMENT PLAN ADVISORS, LLC
Chicago, United States · CRD 122758
SEC-registered investment adviser since 2004 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$3.5bn
- Main clients (by assets)State and local governments 74%, Individuals 18%, High net worth individuals 5%
- Websiteretirementplanadvisors.com
- Form ADV · 2026-07-30SEC adviser record
- Kindinstitutions
- Others nearbyChicago, IL, Frisco, TX, Saint Peters, MO, Jefferson City, MO, Janesville, WI, Saint Petersburg, FL
As an employer
- Staff (Form ADV)47 · 47 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Chicago, IL (main office)United States | about 20 |
| Frisco, TXUnited States | 5 |
| Jefferson City, MOUnited States | 4 |
| St. Peters, MOUnited States | 4 |
| Janesville, WIUnited States | 3 |
| Frankfort, ILUnited States | 1 |
| Lebanon, OHUnited States | 1 |
| Lee'S Summit, MOUnited States | 1 |
| Mcmillan, MIUnited States | 1 |
| Metairie, LAUnited States | 1 |
| Northville, MIUnited States | 1 |
| Shorewood, ILUnited States | 1 |
4 more cities
| Shreveport, LAUnited States | 1 |
| St. Petersburg, FLUnited States | 1 |
| Tracy, CAUnited States | 1 |
| Wesley Chapel, FLUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.