Global Retirement Partners: AUM & Ownership

Clients

Global Retirement Partners serves 28,693 clients, 5,960 of them high-net-worth individuals. The average client has about $5.9 million with the firm, and high-net-worth clients hold 4% of its $169.6 billion in assets.

Regulatory assets by client type

Individuals11,380 clients2%
High-net-worth individuals5,960 clients4%
Pension and profit-sharing plans11,120 clients94%
OtherCharitable organizations, Corporations and other businesses0%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Individuals (other than HNW)	11,380	$3,674,914,749	2.2%	$323K
High-net-worth individuals	5,960	$6,853,149,506	4.0%	$1.15M
Pension and profit-sharing plans	11,120	$158,639,188,477	93.5%	$14.3M
Charitable organizations	64	$134,091,676	0.1%	$2.10M
Corporations and other businesses	169	$283,221,891	0.2%	$1.68M
Total	28,693	$169,584,566,299	100%	$5.91M

Individuals (other than HNW)

Clients: 11,380
Regulatory AUM: $3,674,914,749
Share: 2.2%
Avg. per client: $323K

High-net-worth individuals

Clients: 5,960
Regulatory AUM: $6,853,149,506
Share: 4.0%
Avg. per client: $1.15M

Pension and profit-sharing plans

Clients: 11,120
Regulatory AUM: $158,639,188,477
Share: 93.5%
Avg. per client: $14.3M

Charitable organizations

Clients: 64
Regulatory AUM: $134,091,676
Share: 0.1%
Avg. per client: $2.10M

Corporations and other businesses

Clients: 169
Regulatory AUM: $283,221,891
Share: 0.2%
Avg. per client: $1.68M

Total

Clients: 28,693
Regulatory AUM: $169,584,566,299
Share: 100%
Avg. per client: $5.91M

What it does

Global Retirement Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers. It is paid through a percentage of assets, hourly charges and fixed fees.

Global Retirement Partners provided financial planning to 101–250 clients last fiscal year and advises no private funds.

32.6% of assets ($55.23B across 25,800 accounts) are managed with discretion; $114.35B across 8,188 accounts are not. $2.17B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 798 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks1%
Funds98%
Other1%
- Fractionalized percentages of every other category other than the two listed above.1%

Custodians

Global Retirement Partners’ client accounts are held mainly at LPL Financial, with 4% of managed assets, and Charles Schwab, with 1%. Global Retirement Partners does not have custody of client assets.

Managed account assets by custodian

LPL FinancialLPL Financial LLC · Boston, MA · $7.30B4%
Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.53B1%
All other custodians$160.76B95%

Ownership and leadership

RPW Holdings, LLC owns 75% or more of Global Retirement Partners.

Who owns the firm

Global Retirement Partners LLC· the adviser

RPW Holdings, LLC
Control person · since January 2025
Owns 75% or more of Global Retirement Partners LLC
- Hub International Limited
  Control person · since January 2025
  Owns 75% or more of RPW Holdings, LLC
  - Hockey Intermediate Inc.
    Control person · since October 2013
    Owns 75% or more of Hub International Limited
    - Hockey Parent Inc.
      Control person · since October 2013
      Owns 75% or more of Hockey Intermediate Inc.
      - Hockey Parent Holdings L.P.
        Control person · since October 2013
        Owns 75% or more of Hockey Parent Inc.

Leadership

Scott Hauptmann
President
Cosmo Gould
CCO
Greg Koleno
RPW COO
Melissa Rodriguez-Kirk
COO

Staff

464 employees
442 in advisory functions
464 state-registered reps
321 broker-dealer reps
275 insurance agents
30 soliciting firms

Reported holdings

Global Retirement Partners’ reported 13F holdings total $6.54B across 4,515 positions, and the ten largest make up 18.6% of it.

$6.54B
Reported 13F value: 4,515
Positions: 18.6%
In the 10 largest: —
Value vs. prior quarter

Ten largest positions, share of reported value

SPDR Series Trust · ST Str P500etf3.5%
Apple Inc.2.6%
Nvidia Corporation2.4%
iShares TR · Core S&P500 ETF2.3%
Gallagher Arthur J & CO1.5%
Invesco Qqq TR · Unit Ser 11.4%
Microsoft Corp.1.4%
Amazon Com Inc.1.2%
State Str SPDR S&P 500 ETF T · TR Unit1.1%
Alphabet Inc. · Cap Stk CL A1.1%

Together, the ten largest are 18.6% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 6 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $6.54B is not its $169.58B in regulatory assets and does not represent any individual client's portfolio.

Fees

Global Retirement Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).

Global Retirement Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Global Retirement Partners has 193 offices, with 26 listed addresses across 16 states.

Listed office addresses by state

California · 3 listed addresses

4340 Redwood Highway, Suite B-60, San RafaelHQ
1350 Carlback Ave., Walnut Creek
2165 E. Spring Street, Long Beach

Other business names

Global Retirement Partners has reported 124 other business names to the SEC.

401(k) Plan Professionals
A + T Wealth Management
Advizrs
Aegis Retirement Group
Afs 401(k) Retirement Services
Alpha Pension Group, A Division of Hub Retirement and Wealth Management
Anderson Financial
Ardea Fiduciary Advisors
Assured Partners Financial Advisors
BCG Retirement Consultants
BHS Financial Services
BLS Wealth Management
Baystate Fiduciary Advisors
Beh Company, LLC
Benefit Partners Financial Group, A Division of Hub Retirement and Wealth Management
Bjork Asset Management
Black Box Pension Advocates LLC
Bryson Wealth Management
Burkhart Investment Group
CDS Wealth Management
Caswell Advisors
Compass Retirement Services
Connor & Gallagher Onesource
Conover Capital Management
Creative Financial Strategies
Csi Advisory Services
DWC Wealth Advisors
Diamond Capital Wealth Management Group
Dietz & Lynch Capital
Douglas R. Peete & Associates
Duval Retirement Advisors
Eagle Retirement and Financial Advisors, LLC
Edd Holder and Associates
FRS Advisors
FRS Capital Management
Faim Norcal
Financial Advocates Investment Management Norcal
Financial Partners Advisory Group
Fitlife Retirement
Focused Financial Strategies
Franklin Financial Group, A Division of Hub Retirement and Wealth Management
GBS Retire
GRP
GRP Financial
GRP Financial California, LLC
Garnett Retirement Group, A Division of Hub International Carolinas
Gus Bates Insurance & Investments, A Division of Hub International Texas, Inc.
HB Retirement
Hargrave Fiduciary Advisors
Heffernan Financial
Heffernan Financial Services
Heffernan Investment Management
Heffernan Retirement Services
Heritage Wealth Management Group, A Division of Hub Retirement & Wealth Management
Hilb Group Retirement Services
Holden & Company Retirement Partners
Hub Retirement and Wealth Management
Hub Retirement and Wealth Management Formerly Epstein Financial Services
Hub Retirement and Wealth Management, A Division of Hub International
Hub Retirement and Wealth Management, Formerly Baystate Fiduciary Advisors

Show all 124 names

Hub Retirement and Wealth Management, Formerly Ibg Financial Partners
Incline Pension Consulting
Independent Financial Partners
Insight Financial Advisors, LLC
Insight Financial Partners, LLC
Insight Financial Solutions
JMR Wealth and Retirement Planning
JW Retirement Group
Johnson & Dugan
Karam Financial Group
Kelley Investment Advisory Services
Kelly Benefits Advisory
Korol Financial Group LLC
Leavitt Retirement Partners
Legacy Planning, A Hub International Company
M3 Financial
MRP
MRP, A Division of Hub International Investment Services Inc.
MW Bridge Financial
Madison Pension Services
My 360 Wealth Management Group
Northeast Investment Services
Northstar Retirement Advisors
Oswald Financial Wealth Management
Oswald Financial, Inc.
Oswald Wealth Management
Owen Wealth Management
PPS Retirement Advisors
Plan Sponsor Group
Prestige Wealth Partners, A Hub International Company
Quintes Financial Services, A Division of Hub Retirement and Wealth Management.
RPC Wealth Management
RSG Advisory
RWM Financial Group
Relational Advisors
Renaissance Benefit Advisors Group, LLC
Retirement & Benefit Partners
Retirement & Benefit Partners of Rhode Island, LLC
Retirement CFO
Retirement Impact
Retirement Plan Analytics
Retirement Plan Consultants
Retirement Plan Solutions
Rize Wealth
Robyn Doroshow
Rossiter Wealth Management
SS/Rba, A Division of Hub International Northeast Limited
Sce Fcu Wealth Management
Shuster Advisory Group, A Hub International Company
Stewardship Financial
Stonestreet Advisor Group, LLC
Stonestreet Private Client Group
Stonestreet Renaissance
Stonestreet Renaissance Benefits Advisor
Stonestreet Renaissance Private Client Group
Todd Advisors
True Latitude Financial
Ume Wealth Management
Vandeberg & Boll Financial, LLC
Washington Financial Group, A Division of Hub Retirement and Wealth Management
Wealthplan Advisors, A Division of Hub Retirement and Wealth Management
Westgage Capital Consultants
Wharton Hill Advisors, A Division of Hub International Northeast Liimited
Woodruff Sawyer

Registration details

Legal name: Global Retirement Partners LLC
Headquarters: 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903
Phone: 415-526-2753
Website: Not reported
SEC file: 801-80074
Structure: California LLC
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Global Retirement Partners have?

Global Retirement Partners has 28,693 clients and manages $169.6 billion for them, as of September 2026. They include 11,380 other individuals, 11,120 pension and profit-sharing plans and 5,960 high-net-worth individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026

What services does Global Retirement Partners offer?

Global Retirement Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Global Retirement Partners use?

Global Retirement Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $7,297,588,304 and Charles Schwab & Co., Inc. (Westlake, TX), with $1,525,398,975. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026

How many financial advisors does Global Retirement Partners have?

Global Retirement Partners has 464 investment adviser representatives registered with state securities authorities, out of 464 employees, and 442 perform investment advisory functions. 321 are registered representatives of a broker-dealer and 275 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Global Retirement Partners invest in?

At the end of its last fiscal year, Global Retirement Partners’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% fractionalized percentages of every other category other than the two listed above.. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Global Retirement Partners?

Global Retirement Partners is owned through a chain of holding companies by Hockey Investments L.P. Its direct owner is RPW Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026

How does Global Retirement Partners get paid?

Global Retirement Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file