Data / Investment advisers / Oklahoma / Retirement Investment Advisors Inc
Retirement Investment Advisors Inc, Oklahoma City, OK: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Retirement Investment Advisors Inc is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106316
- SEC file number
- 801-43702
- SEC status
- Approved, effective April 13, 1993
- Main office
- 2925 United Founders Blvd, Oklahoma City, OK 73112
- Phone
- (405) 842-3443
- Website
- retirementinvestmentadvisors.com
- Regulatory AUM
- $1,489,750,468 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $1,489,750,468
- Accounts
- 3,444
- Employees
- 15, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 403 | $1.03 billion |
| Individuals (other than high net worth individuals) | 996 | $413.1 million |
| Charitable organizations | 18 | $25.3 million |
| Pension and profit sharing plans | 14 | $24.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.49 billion | March 23, 2026 |
| December 1, 2025 | $1.27 billion | November 26, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Exchange Traded Concepts, LLC | Oklahoma City | $22.95 billion | Not listed | adviserinfo.sec.gov |
| Ce Investment Management, LLC | Oklahoma City | $5.91 billion | Not listed | adviserinfo.sec.gov |
| Caption Management, LLC | Oklahoma City | $3.41 billion | 1 | adviserinfo.sec.gov |
| Warwick Investment Group, LLC | Oklahoma City | $2.05 billion | 5 | adviserinfo.sec.gov |
| Tom Johnson Investment Management, LLC | Oklahoma City | $1.63 billion | Not listed | adviserinfo.sec.gov |
| Fourpath Capital Management, LLC | Oklahoma City | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Acorn Capital Management | Oklahoma City | $893.2 million | 3 | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | $751.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Retirement Investment Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.