RPOA ADVISORS, INC.

CRD

157222

SEC file #

801-72262

EIN

275564653

DBA names

Retirement Planners Of America

Economics

AUM

$3.59B

AUM band

$1B+

AUM trajectory

'20 · $4.15B

'21 · $4.43B

'22 · $4.50B

'23 · $4.71B

'25 · $3.98B

'26 · $3.59B

'20'26

$4.15B → $3.59B▼ -14%

sec adv history

Client mix

Individuals Other	4,509
Individuals High Net Worth	1,116
Corporations	32

Operations

Employees (total)

126

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 35 advisors

'21 · 30 advisors

'22 · 31 advisors

'23 · 31 advisors

'25 · 34 advisors

'26 · 26 advisors

'20'26

35 advisors → 26 advisors▼ -26%

sec adv history

Primary office

PLANO TX

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

04/20/2026

ADV-W filed at

—

Website

moneymatters.net

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MORAIF FAMILY EXEMPT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MORAIF FAMILY EXEMPT

RETIREMENT PLANNERS OF

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MONEYMATTERS.NET

Rdap Domain Creation Date

2003-07-02T18:08:06Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

351

Form 5500 Compensation Trajectory 3y

2024

Form 5500 Plan Count Trajectory 3y

2024

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001963326

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-04-09

Edgar Last Filing Date

2026-04-17

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-17

Accession0001963326-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2820 DALLAS PKWYPLANO, TX 75093

Business

2820 DALLAS PKWYPLANO, TX 75093

Edgar EIN

275564653

Edgar Recent Filings

13F-HR2026-04-17 · 0001963326-26-000002

13F-HR2026-02-09 · 0001963326-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-07-02T18:08:06Z

Rdap Domain Last Changed

2025-07-01T20:57:11Z

Rdap Nameservers

Ns1-07.azure-dns.comNs2-07.azure-dns.netNs3-07.azure-dns.orgNs4-07.azure-dns.info

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate