Investment adviser · CRD 172011
GLOBAL RETIREMENT PARTNERS LLC
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $170B Form ADV · Item 5.F
- Client accounts
- 33,988 Accounts, not individual clients
- Employees
- 464 Reported in this filing
- Advisory professionals
- 442 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 11,120 | $158,639,188,477 | 93.5% |
| High-net-worth individuals | 5,960 | $6,853,149,506 | 4.0% |
| Individuals | 11,380 | $3,674,914,749 | 2.2% |
| Corporations & businesses | 169 | $283,221,891 | 0.2% |
| Charities | 64 | $134,091,676 | 0.1% |
Filing source
Form ADV 2116302 · Sep 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4340 REDWOOD HIGHWAY, SUITE B-60SAN RAFAEL, CA, 94903, United States
CRD 172011
Filing source
Form ADV 2116302 · Sep 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.