Retirement Plans, Inc.
Retirement Plans, Inc. is an SEC-registered mass-market adviser in Westerville, OH with $224.9M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Retirement Plans, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286214, SEC 801-123069, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $224.9M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Westerville, OH
- Employees
- 6
- Clients
- 278
- CRD
- 286214
- Ownership
- RITTER, RICHARD, THOMAS
How much AUM does Retirement Plans, Inc. have?
Retirement Plans, Inc. reported $224.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Retirement Plans, Inc.?
Disclosed owners and executives of Retirement Plans, Inc. include RITTER, RICHARD, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.