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RETIREMENT PLANNERS OF AMERICA
RPOA ADVISORS, INC.
CRD 157222 · SEC 801-72262
2820 DALLAS PARKWAY, PLANO, TX, 75093, United States
Phone
469-246-3600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.59B
Discretionary AUM
$3.56B
Team
126 total employees; 26 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4509 | $1.56B |
| High net worth individuals | 1116 | $1.99B |
| Corporations/business entities | 32 | $38.0M |
States served
AL, AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
- https://retirementplannersofamerica.com/
- https://vimeo.com/rpofamerica
- http://www.buyholdandsell.com
- http://linkedin.com/company/rpoa
- HTTP://WWW.MONEYMATTERS.NET
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MONEY-MATTERS-WITH-KEN-MORAIF-/
- https://twitter.com/KenMoraif
- https://www.facebook.com/rpofamerica
- https://twitter.com/rpofamerica
- https://www.pinterest.com/rpofamerica
- http://www.RPOA.com
- https://www.youtube.com/retirementplannersofamerica
- https://www.instagram.com/rpofamerica/
Official SEC filing: View on IAPD