RETIREMENT INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 1993

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$433K

Accounts

3,444

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 106316
Registered since: April 13, 1993
Website: theretirementpath.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.94%
Individuals27.73%
Charitable Organizations1.7%
Pension & Profit Sharing Plans1.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Investment Advisors Inc is a corporation that has been registered with the SEC since 1993 and operates as a capital allocator for both individuals and institutional clients. The firm provides a mix of wealth-management services, including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of outside advisers, and client education through publications and workshops. Its billing model blends asset-based fees with hourly and fixed-fee engagements. The firm is not designated as an active ESG investor and does not identify as a multi-state adviser on filings. Ownership is reported as a combination of a domestic entity and individual owners. Retirement Investment Advisors Inc received recognition from FA Magazine as a Top RIA Firm in 2020.