Global Retirement Partners LLC

Registered investment adviser · San Rafael, CA · CRD #172011

Form ADV data as of 2026-09-01

Regulatory assets

$169.58 billion

Total accounts

33,988

Employees

464

Disclosure events

Firm details

Website: https://www.grpfinancial.com
Telephone: 415-526-2753
SEC file number: 801-80074
Most recent Form ADV filing: 2026-06-29
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$55.23 billion
Non-discretionary regulatory assets under management	$114.35 billion
Total regulatory assets under management	$169.58 billion
Discretionary accounts	25,800
Non-discretionary accounts	8,188
Total accounts	33,988
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	464
Employees performing investment advisory functions (including research)	442
Employees who are registered representatives of a broker-dealer	321
Employees registered as investment adviser representatives with a state	464
Employees registered as IARs for another investment adviser	17
Employees who are licensed insurance agents	275
Firms or persons who solicit advisory clients on the firm's behalf	30

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	11,380	$3.67 billion
High net worth individuals	5,960	$6.85 billion
Pension and profit sharing plans (not the participants or government plans)	11,120	$158.64 billion
Charitable organizations	64	$134.1 million
Corporations or other businesses not listed above	169	$283.2 million