Global Retirement Partners LLC

Global Retirement Partners (GRP) serves a broad client mix that includes individual and high‑net‑worth investors, corporate and business clients, charitable organizations, and retirement plan sponsors. The firm provides retirement plan consulting, participant managed account solutions, direct asset management, financial planning, and access to third‑party and sub‑advisory programs through its network of registered Investment Advisory Representatives.

GRP’s advice model is delivered through a distributed network of IARs whose methods and portfolios vary by office, and the firm offers both discretionary manager services and advisory (non‑discretionary) engagements. Notably, GRP reports that a significant portion of its assets are managed on a non‑discretionary basis—particularly in its retirement plan work—while also supporting discretionary model portfolios, wrap programs, and a range of third‑party program platforms.

Compared with many large enterprises, GRP combines scale (hundreds of advisors and over $100 billion in reported AUM) with a pronounced emphasis on retirement‑plan consulting and pension‑related services, including fiduciary education and participant education programs. The firm’s operating model includes multiple sub‑advisor and technology arrangements (for example, relationships with United Capital/FinLife, LPL‑sponsored programs, and held‑away account tools), and it operates under the ownership umbrella of HUB International, which contributes to its integration with broader insurance and retirement‑service capabilities.