SourcingSourcing

RETIREMENT ADVISORS, LLC

B64
CRD 147701·SEC 801-69377·DALLAS, TX
AUM
$186.4M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$559K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIREMENT ADVISORS, LLC
CRD
147701
SEC file #
801-69377
EIN
364824075
DBA names
—

Economics

AUM
$186.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$240.6M → $186.4M▼ -23%
Client mix
Individuals Other35
Individuals High Net Worth19
Pension Profit Sharing Plans15

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
retirementadvisorsllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERRY, MICHAEL, CHARLES
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PERRY, MICHAEL, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RETIREMENTADVISORSLLC.COM
Rdap Domain Creation Date
2008-06-30T19:07:36Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
167,865
Form 5500 Compensation Trajectory 3y
2025167,865
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
167,865
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001697723
Edgar Registered
Yes
Edgar Filing Count
38
Edgar First Filing Date
2017-02-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001697723-26-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2950 SW MCCLURE RD.SUITE BTOPEKA, KS 66614
Business
2950 SW MCCLURE RD.SUITE BTOPEKA, KS 66614
Edgar EIN
364824075
Edgar Recent Filings
13F-HR2026-05-13 · 0001697723-26-000006
13F-HR2026-01-26 · 0001697723-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-30T19:07:36Z
Rdap Domain Last Changed
2025-04-04T20:10:27Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
3097960
Trust Company Affiliate
No

People (3)

3
PERRY, MICHAEL, CHARLES
IAR · Direct Owner · 87.5%
3097960
Michael Charles Perry
IAR
7059818
Samuel James Perry
IAR
7969530