GLOBAL RETIREMENT PARTNERS LLC
San Rafael, United States · CRD 172011
SEC-registered investment adviser since 2014 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$169.6bn
- Main clients (by assets)Pension plans 94%, High net worth individuals 4%, Individuals 2%
- Websitegrpfinancial.com
- Form ADV · 2026-09-14SEC adviser record
- Kindinstitutions
- Others nearbySan Rafael, CA, Fort Lauderdale, FL, Wilmington, MA, Boston, MA, Mc Lean, VA, Cleveland, OH
- FamilyGLOBAL RETIREMENT PARTNERS LLC · 2 related pages
As an employer
- Staff (Form ADV)464 · 442 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 |
|---|---|
| San Rafael, CA (main office)United States | |
| Fort Lauderdale, FLUnited States | 25 |
| Wilmington, MAUnited States | 20 |
| Boston, MAUnited States | 19 |
| Cleveland, OHUnited States | 19 |
| Mclean, VAUnited States | 19 |
| West Chester, PAUnited States | 16 |
| Sandy, UTUnited States | 15 |
| Blue Bell, PAUnited States | 14 |
| Scottsdale, AZUnited States | 14 |
| Denver, COUnited States | 13 |
| Indianapolis, INUnited States | 13 |
14 more cities
| Long Beach, CAUnited States | 13 |
| Northbrook, ILUnited States | 13 |
| Allentown, PAUnited States | 12 |
| Hunt Valley, MDUnited States | 12 |
| Wayne, PAUnited States | 12 |
| Porthsmouth, NHUnited States | 11 |
| Rockville, MDUnited States | 11 |
| Bethesda, MDUnited States | 10 |
| Columbia, SCUnited States | 10 |
| Fort Worth, TXUnited States | 10 |
| Walnut Creek, CAUnited States | 10 |
| Moon Township, PAUnited States | 8 |
| Charlotte, NCUnited States | 7 |
| South Salt Lake, UTUnited States | 7 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.