The Institute

Firm record

As recorded in SEC IAPD

Firm CRD

127207

SEC number

801-67624

Firm type

RIA

Assets under management

$1.4B as of Jun 19, 2026

Website

www.facebook.com/retirementriskadvisors ↗

Phone

303-572-3500

Address

9878 W. Belleview Ave., Denver, CO, 80123

Advisors at this firm

12 in our index · page 1 of 1

• Brian William BrittCRD 1204936 · San Diego, CA
  IA Registered
• Randall Craig BuckCRD 2306244 · Seattle, WA
  IA Registered
• Victoria Gascoigne CrosbyCRD 1544327 · Seattle, WA
  IA RegisteredBroker
• Connor James DonnellyCRD 5572729 · Seattle, WA
  IA RegisteredRegistration inactive
• Douglas J DonnellyCRD 1397094 · Seattle, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Patrick DonnellyCRD 5781822 · Seattle, WA
  IA RegisteredBroker
• Anthony HollerichCRD 8116274 · Seattle, WA
  IA Registered
• Derek Allan JonesCRD 5289800 · Austin, TX
  IA RegisteredRegistration inactive
• Colin Ellsworth MacleodCRD 6220095 · Seattle, WA
  IA RegisteredBroker
• James C MarshalCRD 2161635 · Melbourne, FL
  IA Registered
  Disclosure event(s) on record
• Matthew Douglas MedeirosCRD 1413962 · Denver, CO
  IA Registered
• Nathaniel Jenkins YuricaCRD 6367654 · Sacramento, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.