Global Retirement Partners LLC
San Rafael, CA·SEC-registered · CRD #172011
Global Retirement Partners LLC is an SEC-registered investment advisory firm in San Rafael, CA managing $170B across 42k client accounts, with 442 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$170B
Client accounts
42k
Advisory staff
442
Fee model
Fee-based
How Global Retirement Partners LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Global Retirement Partners LLC
How much does Global Retirement Partners LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Global Retirement Partners LLC reports $170B in regulatory assets under management across roughly 42k client accounts.
How does Global Retirement Partners LLC charge?
Global Retirement Partners LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Global Retirement Partners LLC a fiduciary?
Yes. Global Retirement Partners LLC is registered with the U.S. Securities and Exchange Commission (CRD #172011), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Global Retirement Partners LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Global Retirement Partners LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Global Retirement Partners LLC's public SEC Form ADV filing (CRD #172011, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Global Retirement Partners LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Global Retirement Partners LLC? Claim this profile.