Retirement Advisors, LLC
Retirement Advisors, LLC is an SEC-registered ria in Dallas, TX with $186.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Retirement Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147701, SEC 801-69377, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $186.4M (2026-03-26)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 69
- CRD
- 147701
- Ownership
- PERRY, MICHAEL, CHARLES
How much AUM does Retirement Advisors, LLC have?
Retirement Advisors, LLC reported $186.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Retirement Advisors, LLC?
Disclosed owners and executives of Retirement Advisors, LLC include PERRY, MICHAEL, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.