Wealth Manager
    SEC Registered
    Manages Private Funds

    Global Retirement Partners LLC

    Registered investment advisor · San Rafael, California · CRD #172011

    Assets Under Management
    $169.6B
    Client Accounts
    33,988
    Employees
    464
    CRD Number
    172011
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Global Retirement Partners LLC

    Global Retirement Partners (GRP Financial) is a prominent advisory firm focused on retirement planning and wealth management. Established in 2015, GRP Financial supports independent financial advisors by providing tools, resources, technology, and compliance assistance. The firm is headquartered in San Rafael, California, and manages $145.2 billion in assets under administration, overseeing over 10,500 retirement plans for more than 2 million participants. GRP offers a comprehensive suite of re

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Global Retirement Partners LLC

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    Frequently Asked Questions

    What is Global Retirement Partners LLC's AUM?

    Global Retirement Partners LLC reports approximately $169.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Global Retirement Partners LLC headquartered?

    Global Retirement Partners LLC is headquartered in San Rafael, California.

    What is Global Retirement Partners LLC's CRD number?

    Global Retirement Partners LLC's CRD number is 172011. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Global Retirement Partners LLC manage?

    Global Retirement Partners LLC manages approximately 33,988 client accounts according to its latest SEC filing.

    Is Global Retirement Partners LLC SEC registered?

    Yes, Global Retirement Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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