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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

RETIREMENT ADVISORS, LLC

CRD 147701

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70042655-0d93-24d6-fe00-b9db07b60adb

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Mar 29, 2012 to Mar 26, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Retirement Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.19 fund_share=0.0 institutional_share=0.81 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $186MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $35.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 19%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $62.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 113
Individual clients: 35
High net worth clients: 19
SEC number: 801-69377
CRD: 147701
Filings on the tape: 19
First filed: Mar 29, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, TX
Website: retirementadvisorsllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL CHARLES PERRY	n/a	DALLAS, TX	18	28	1	no
Michael Charles Perry	n/a	DALLAS, TX	7	10	n/a	no
Samuel James Perry	n/a	DALLAS, TX	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PERRY, MICHAEL, CHARLES	CHIEF COMPLIANCE OFFICER & MANAGING MEMBER	E	yes	06/2008	Mar 29, 2012	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$186M	$0	3	3	1	n/a	n/a
2024	Feb 28, 2025	$175M	$0	3	3	1	n/a	n/a
2023	Feb 27, 2024	$156M	$0	2	2	1	n/a	n/a
2022	Feb 23, 2023	$147M	$0	2	2	1	n/a	n/a
2021	Feb 11, 2022	$181M	$0	2	2	1	n/a	n/a
2020	Feb 23, 2021	$354M	$0	2	2	1	n/a	n/a
2019	Mar 23, 2020	$291M	$0	2	2	1	n/a	n/a
2018	Mar 28, 2019	$241M	$0	2	2	1	n/a	n/a
2017	Mar 27, 2018	$276M	$0	1	1	1	n/a	n/a
2016	Mar 27, 2017	$226M	$0	1	1	n/a	n/a	n/a
2015	Mar 15, 2016	$219M	$0	1	1	n/a	n/a	n/a
2014	Mar 11, 2015	$220M	$0	2	0	n/a	n/a	n/a
2013	Mar 25, 2014	$186M	$0	2	1	n/a	n/a	n/a
2012	Mar 27, 2013	$144M	$0	2	1	n/a	n/a	n/a
2011	Mar 29, 2012	$120M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$186M	$175M	6.8%	$147M	8.3%	3	3	1	1

Relationships

Registered with (3)

← Samuel James PerryAdvisorregistration: current employment
Oct 24, 2024 to presentfactForm ADV
← Michael Charles PerryAdvisorregistration: current employment
Mar 14, 2019 to presentfactForm ADV
← MICHAEL CHARLES PERRYAdvisorregistration: current employment
Jul 31, 2008 to presentfactForm ADV

Controls (1)

← PERRY, MICHAEL, CHARLESOwnerCHIEF COMPLIANCE OFFICER & MANAGING MEMBER, ownership code E, individual
Mar 29, 2012 to Feb 27, 2024factForm ADV

Dated events

Occurred
Feb 11, 2022
Regulatory AUM changed
Retirement Advisors, Llc reported RAUM $181.3M, down 49% from $353.7M (2021-02-23 to 2022-02-11)
Form ADVobserved 5 days ago
$-172M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70042655-0d93-24d6-fe00-b9db07b60adb
First observed: Mar 29, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RETIREMENT ADVISORS, LLC

CRD 147701

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70042655-0d93-24d6-fe00-b9db07b60adb

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL CHARLES PERRY

n/a

DALLAS, TX

Michael Charles Perry

n/a

DALLAS, TX

n/a

Samuel James Perry

n/a

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERRY, MICHAEL, CHARLES

CHIEF COMPLIANCE OFFICER & MANAGING MEMBER

yes

06/2008

Mar 29, 2012

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$186M

n/a

2024

Feb 28, 2025

$175M

n/a

2023

Feb 27, 2024

$156M

n/a

2022

Feb 23, 2023

$147M

n/a

2021

Feb 11, 2022

$181M

n/a

2020

Feb 23, 2021

$354M

n/a

2019

Mar 23, 2020

$291M

n/a

2018

Mar 28, 2019

$241M

n/a

2017

Mar 27, 2018

$276M

n/a

2016

Mar 27, 2017

$226M

n/a

2015

Mar 15, 2016

$219M

n/a

2014

Mar 11, 2015

$220M

n/a

2013

Mar 25, 2014

$186M

n/a

2012

Mar 27, 2013

$144M

n/a

2011

Mar 29, 2012

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$186M

$175M

6.8%

$147M

8.3%