SourcingSourcing

RETIRERIGHT, LLC

C37
CRD 300925·SEC 801-116809·WEST DES MOINES, IA
AUM
$561.1M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RETIRERIGHT, LLC
CRD
300925
SEC file #
801-116809
EIN
—
DBA names
Retireright Consulting Group

Economics

AUM
$561.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$135.9M → $561.1M▲ +313%
Client mix
Individuals Other289
Individuals High Net Worth166
Pension Profit Sharing Plans38
Charitable Organizations5
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/henrykinney63(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIXON, DIRK, MATTHEW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DIXON, DIRK, MATTHEW
GLHC, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:retireright.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
244,462
Form 5500 Compensation Trajectory 3y
2025244,462
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
244,462
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2908497
Trust Company Affiliate
No

People (5)

5
KINNEY, HENRY, DANFORTH
IAR · Direct Owner · 37.5%
2009424
ORMORD, BRIAN, RAY
IAR · Direct Owner · 37.5%
2470919
DIXON, DIRK, MATTHEW
IAR · Direct Owner · 37.5%
2908497
Timothy Joseph Olejniczak
IAR
6331411
Kyle Lippold
IAR
5627120