Retirement Plan Advisors Revenue and Competitors

Chicago, IL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Retirement Plan Advisors's estimated annual revenue is currently $13.2M per year.(i)
  • Retirement Plan Advisors's estimated revenue per employee is $189,000

Employee Data

  • Retirement Plan Advisors has 70 Employees.(i)
  • Retirement Plan Advisors grew their employee count by 13% last year.

Retirement Plan Advisors's People

NameTitleEmail/Phone
1
VP - Group Retirement PlansReveal Email/Phone
2
Area DirectorReveal Email/Phone
3
Director Client ExperienceReveal Email/Phone
4
Director - Group Retirement PlansReveal Email/Phone
5
Chief Investment OfficerReveal Email/Phone
6
Director Client RelationsReveal Email/Phone
7
Investment Advisor Representative/Area DirectorReveal Email/Phone
8
Director FinanceReveal Email/Phone
9
Client Reporting & Proposal ManagerReveal Email/Phone
10
Client Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M432%N/AN/A
#2
$11.3M60-2%N/AN/A
#3
$6.4M383%N/AN/A
#4
$3.5M24N/AN/AN/A
#5
$110M4197%N/AN/A
#6
$10.2M548%N/AN/A
#7
$5.7M34-23%N/AN/A
#8
$0.4M40%N/AN/A
#9
$6.9M4128%N/AN/A
#10
$14M749%N/AN/A
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What Is Retirement Plan Advisors?

Retirement Plan Advisors (RPA) was founded on the belief that personal relationships matter. After decades of providing high-touch service to our clients, we noticed changes in the retirement plan industry when retirement plan providers began introducing web-based services, face-to-face client interactions declined and access to a financial advisor was reduced or eliminated. That didn't feel right to us. So we founded Retirement Plan Advisors in 2000 to deliver personal service and independent investment advice to public sector employers and employees. We believe you should not have to rely solely on a website for something as important as your retirement. Over the years technology certainly has changed, but the conversations with our clients hasnt. We believe our clients want a personal relationship with their financial advisor. They prefer to talk to a person about their retirement, their financial health, and how to handle some of the challenges life hands them. Today, RPA is a leading provider of public sector retirement programs. In communities throughout the country, we proudly tell our clients, they are not alone in planning their retirement. We never forget the person sitting across the table is depending on us to protect their hard earned retirement. That's Our Promise. Office of Supervisory Jurisdiction: 105 West Adams, Suite 2175 | Chicago, IL 60603 | 312.701.1100 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Retirement Plan Advisors and Cambridge are not affiliated.

keywords:Finance

N/A

Total Funding

70

Number of Employees

$13.2M

Revenue (est)

13%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Retirement Plan Advisors News

2022-04-20 - Arvest Wealth Management named again to list of top $100M ...

ROGERS, Arkansas - Arvest Wealth Management's retirement plan consulting group has been named to the National Association of Plan Advisors'...

2022-04-17 - Key Challenges Facing Plan Sponsors Tackled at Qualified Plan Fiduciary Summit

“It's not a 'plan sponsor conference' or 'advisor conference' or 'recordkeeper conference.' It's a retirement plan experience that allows...

2022-03-30 - Stokes Institutional Named a Top Retirement Plan (DC) Advisor

NEW ORLEANS--(BUSINESS WIRE)--The National Association of Plan Advisors has published its annual list of the country's top retirement plan...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$9.5M708%N/A
#2
$10.4M700%N/A
#3
$17M70-17%N/A
#4
$9.5M7059%N/A
#5
$8.2M70N/AN/A