Retirement Plan Advisors, LLC
● SEC registered since 2004CRD 122758SEC# 801-63261Chicago, IL
Reg. AUM
$3.54B
Employees
47
Accounts
10,031
Location
Chicago, IL
Retirement Plan Advisors, LLC assets under management
Retirement Plan Advisors, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2004. It reports $3.5 billion in regulatory assets under management and employs 47 people.
Retirement Plan Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Fischel Schwartz Control | Chief Operations Officer | Under 5% | 2022 |
| Joshua Fischel Schwartz Control | Chief Executive Officer | Under 5% | 2011 |
| Joshua Fischel Schwartz Control | Chief Financial Officer | Under 5% | 2022 |
| Matthew Frank | Chief Compliance Officer | Under 5% | 2022 |
| Retirement Plan Advisors Group, LLC Control | Parent Company | Over 75% | 2014 |
| Taylor John Kistner | Chief Investment Officer | Under 5% | 2022 |
| Cambridge Investment Group, Inc Control | Indirect Owner | 25-50% | 2024 |
| Joshua Fischel Schwartz Control | Owner | 25-50% | 2021 |
| Retirement Plan Advisors Holdings, Inc. Control | Parent Holding Company | 50-75% | 2021 |
Frequently asked questions
How much does Retirement Plan Advisors, LLC manage?
Retirement Plan Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Retirement Plan Advisors, LLC have?
Retirement Plan Advisors, LLC reports 47 employees.
Where is Retirement Plan Advisors, LLC located?
Retirement Plan Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2004.
Does Retirement Plan Advisors, LLC disclose fund performance?
Retirement Plan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29 E. Madison St., Suite 500, Chicago, IL 60602-3205 |
| Phone | 312-701-1100 |
| Fax | 312-701-1105 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.54B▲ 140%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$3.54Bregulatory AUM
Discretionary $3.54B