R
RPA Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,881,431,334
This total excludes 339 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
0% high-net worth
Total advisors
1
of 12 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
16
Average account size
$680,089,458
About
RPA Financial provides investment advisory and management services exclusively to plan sponsors and employee retirement plans, including pension plans, profit‑sharing plans, and defined contribution plans. Its services include retirement plan consulting, investment selection and monitoring, preparation of Investment Policy Statements, fiduciary and participant education, and support for service‑provider searches.
The firm offers both discretionary 3(38) investment manager arrangements and non‑discretionary 3(21) advisory engagements, selecting and overseeing investment managers and constructing fund lineups through a mix of passive and active strategies and collective investment funds. RPA does not manage individual participant accounts or provide portfolio management for individual investors, and it documents periodic reviews, performance monitoring, and fiduciary education as part of its advisory process.
RPA is unusual for an enterprise adviser in that its roughly $10+ billion of assets under advisement are concentrated almost entirely in institutional ERISA retirement plans, and the firm expressly does not serve individual, high‑net‑worth, or corporate/business client populations. It is owned by Global Retirement Partners (under HUB International), uses third‑party consultants to supplement quantitative and glide‑path analysis, discloses that some IARs are licensed insurance agents or dually registered with affiliated firms, and does not have custody of client plan assets.
Client services
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Fixed fees according to individual arrangement, often with partial payment in advance
$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.50% annually $2,000,001+: 1.00% annually
Hourly consulting fees generally will not exceed $350/hour
Fee-only: Hourly consulting fees up to $350/hour; Fixed fees based on individual arrangements
Main office location
RPA Financial, LLC
4340 Redwood Highway, Suite B60
San Rafael CA 94903, United States
Number of offices
2
Most active in
RPA Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Indiana · Michigan · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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