Investment adviser · CRD 294105
RPA FINANCIAL, LLC
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $10.9B Form ADV · Item 5.F
- Client accounts
- 323 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 4 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 | 339 | $10,881,431,334 | 100.0% |
Filing source
Form ADV 2115762 · Jun 29, 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: Jun 29, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4340 REDWOOD HIGHWAY, SUITE B60SAN RAFAEL, CA, 94903, United States
CRD 294105
Filing source
Form ADV 2115762 · Jun 29, 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.