RETIREMENT INVESTMENT ADVISORS INC

CRD 106316 · SEC 801-43702

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2925 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK, 73112, United States

Phone

405-842-3443

Fax

405-842-3471

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.49B

Discretionary AUM

$1.49B

Team

15 total employees; 8 advisory reps; 25 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	996	$413.1M
High net worth individuals	403	$1.03B
Pension/profit sharing plans	14	$24.4M
Charitable organizations	18	$25.3M

States served

AL, AZ, AR, CA, CO, GA, KS, MI, MT, NV, NC, OK, PA, TN, WI, MO, WA, TX, FL

All web addresses on file

HTTP://WWW.RETIREMENTINVESTMENTADVISORS.COM
https://twitter.com/RetirementIA
HTTP://WWW.THERETIREMENTPATH.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/RETIREMENT-INVESTMENT-ADVISORS-INC-/
HTTPS://WWW.FACEBOOK.COM/RETIREMENTINVESTMENTADVISORS/
HTTPS://WWW.INSTAGRAM.COM/THERETIREMENTPATH

Official SEC filing: View on IAPD