Retirement Investment Advisors Inc

RIASEC Registered

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 SEC-registered investment adviser (registered in 1993) that serves both individual/family and institutional clients. The firm operates as a corporation with mixed ownership (domestic entity and individual) and acts as a capital allocator, offering a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, plus periodic publications and educational workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not position itself as an active ESG investor. It has been recognized on FA Magazine’s Top RIA Firms list (2020). Retirement Investment Advisors maintains relationships and affiliations across the financial ecosystem — including broker-dealers, other investment advisers, futures/commodities entities, banking and trust firms, insurance companies, and sponsors or managers of pooled investment vehicles — which supports multi-product access and third-party manager selection.