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 corporate-structured RIA that has been SEC-registered since 1993 and acts as a capital allocator for both individuals/families and institutional clients. The firm provides a mix of advisory services that include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and investor education through publications and seminars. Its fee arrangements include assets-under-management, hourly charges and fixed fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser in the source data. The firm maintains a broad set of industry relationships and registrations consistent with a multi-faceted business model: broker-dealer affiliation, other investment adviser relationships, commodity/futures registrations (CPO/CTA and FCM), banking or trust affiliations, insurance company links, and roles as sponsor/GP/managing member of pooled investment vehicles. Retirement Investment Advisors Inc. was recognized in FA Magazine’s Top RIA Firms list in 2020.