{"url":"https://nivawealth.com/firms/global-retirement-partners-172011","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172011","regulatoryAum":169584566299,"crd":"172011","secFileNumber":"801-80074","legalName":"Global Retirement Partners LLC","displayName":"Global Retirement Partners","website":null,"linkedinUrl":"https://www.linkedin.com/company/grp-global-retirement-partners","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4340 Redwood Highway, Suite B-60","city":"San Rafael","state":"CA","stateName":"California","country":"United States","postalCode":"94903"},"tradeNames":["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. 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of RPW Holdings, LLC in the 75% or more band and a control person, since January 2025.","parent":"RPW Holdings, LLC"},{"label":"Hockey Parent Inc.","detail":"Indirect owner: a shareholder of Hockey Intermediate Inc. in the 75% or more band and a control person, since October 2013.","parent":"Hockey Intermediate Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":193,"privateResidences":0},"listedOfficeAddresses":26,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"8777 N Gainey Center Drive","city":"Scottsdale"}]},{"state":"California","offices":3,"addresses":[{"street":"4340 Redwood Highway, Suite B-60","city":"San Rafael","headquarters":true},{"street":"1350 Carlback Ave.","city":"Walnut Creek"},{"street":"2165 E. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Retirement Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Global Retirement Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Retirement Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Retirement Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Retirement Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Retirement Partners get paid?","answer":"Global Retirement Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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