Retirement Plan Advisors
Financial Services • 
Chicago, Illinois, United States • 51-100 Employees
Company overview
| Headquarters | 29 E. Madison St., Suite 500, Chicago, IL 60602, US |
| Phone number | +18772846837 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Public Sector, Government, Group Retirement Plans, Retiree Healthcare, Fiduciary Services, Financial Planning, Registered Investment Adviser, Defined Contribution Plans, Retirement Plan Design, 403(B) Plans, Deferred Compensation Plans, 457(B) Plans, Retirement Counseling, Independent Investment Advice, 401(A) Plans |
| Founded | 2000 |
| Employees | 51-100 |
| Socials |
Key Contacts at Retirement Plan Advisors
Joshua Schwartz
Chief Executive Officer
John R. Piper
Director, Group Retirement Plans
Dan Dodd
Owner
Darren Doughty
Director - Group Retirement Plans
Tamme T. Ford
Director, Plan Consulting
James D Ray
Regional Director
Matt Martin
Regional Director
Brett Pendleton
Service Center Director/Financial Advisor
Randy Nelson
Investment Advisor Representative/Area Director
Emily Knox
Director Of Plan Consulting
Retirement Plan Advisors Email Formats
Retirement Plan Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@retirementplanadvisors.com), used 61.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@retirementplanadvisors.com | 61.9% |
{last name}{last name} | doedoe@retirementplanadvisors.com | 16.7% |
{first name}{last name} | johndoe@retirementplanadvisors.com | 14.3% |
{second initial}{last name} | odoe@retirementplanadvisors.com | 4.8% |
{first initial} | j@retirementplanadvisors.com | 2.4% |
About Retirement Plan Advisors
Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA. Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.
Retirement Plan Advisors revenue & valuation
| Annual revenue | $25,000,000 |
| Revenue per employee | $385,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $80,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Retirement Plan Advisors has 31 employees across 5 departments.
Departments
Number of employees
Funding Data
Retirement Plan Advisors has never raised funding before.
Retirement Plan Advisors Tech Stack
Discover the technologies and tools that power Retirement Plan Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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