Wealth Manager
    SEC Registered
    Manages Private Funds

    Retirement Income Solutions, Inc.

    Registered investment advisor · Ann Arbor, Michigan · CRD #110145

    Assets Under Management
    $3B
    Client Accounts
    1,274
    Employees
    26
    CRD Number
    110145
    Registration
    SEC Registered
    Custodian
    Tiaa-Cref Individual & Institutional Services, Llc, Pershing Advisor Solutions Llc

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

    About Retirement Income Solutions, Inc.

    Retirement Income Solutions, Inc. is a fee-only investment advisory firm established in 1992, based in Ann Arbor, Michigan, with over 30 advisors serving over 1,200 clients. The firm specializes in managing university retirement accounts and other investments.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Retirement Income Solutions, Inc.

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    Frequently Asked Questions

    What is Retirement Income Solutions, Inc.'s AUM?

    Retirement Income Solutions, Inc. reports approximately $3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Retirement Income Solutions, Inc. headquartered?

    Retirement Income Solutions, Inc. is headquartered in Ann Arbor, Michigan.

    What is Retirement Income Solutions, Inc.'s CRD number?

    Retirement Income Solutions, Inc.'s CRD number is 110145. 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 Retirement Income Solutions, Inc. manage?

    Retirement Income Solutions, Inc. manages approximately 1,274 client accounts according to its latest SEC filing.

    Is Retirement Income Solutions, Inc. SEC registered?

    Yes, Retirement Income Solutions, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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