Global Retirement Partners LLC

Firm record

As recorded in SEC IAPD

Firm CRD

172011

SEC number

801-80074

Firm type

RIA

Assets under management

$169.6B as of Jun 29, 2026

Website

www.grpfinancial.com ↗

Phone

415-526-2753

Address

4340 Redwood Highway, San Rafael, CA, 94903

Advisors at this firm

356 in our index · page 5 of 8

• Paul LambCRD 4628354 · Denver, CO
  IA RegisteredBroker
• Corbin James LarsenCRD 6758544 · Denver, CO
  IA RegisteredBroker
• Diana S LevinCRD 5901119 · Paramus, NJ
  IA RegisteredBroker
• Henry Dean LevisCRD 7331069 · Irvine, CA
  IA Registered
• Collin Garrett LoeschCRD 7508525 · West Chester, PA
  IA RegisteredBroker
• Justin Alexander LonderganCRD 6183852 · Lexington, MA
  IA RegisteredRegistration inactive
• Douglas Daniel MacdonaldCRD 6943796 · Sandy, UT
  IA RegisteredBroker
• Stewart Alan MacdonaldCRD 1510190 · St. Petersburg, FL
  IA RegisteredBroker
• Charlotte Ashley MacfarlaneCRD 6875919 · Sandy, UT
  IA RegisteredBroker
• Michael Ryan MadsenCRD 4097889 · South Salt Lake, UT
  IA RegisteredRegistration inactive
• Mark MammolaCRD 2594037 · Wilmington, MA
  IA RegisteredBroker
• David Louis MarcinowskiCRD 3277475 · Wayne, PA
  IA RegisteredBroker
• Karen Call McarthurCRD 4093426 · Rockville, MD
  IA RegisteredBroker
• Lauren Ashley McbethCRD 6506902 · Spokane, WA
  IA RegisteredBroker
• John Douglas McdanielsCRD 1444518 · Hobbs, NM
  IA RegisteredBroker
• Shir Keidan McgettiganCRD 6252307 · Fort Lauderdale, FL
  IA RegisteredBroker
• Robert Charles MckeonCRD 6187615 · Lisle, IL
  IA RegisteredBroker
• Charles P. MerrickCRD 3101541 · Baltimore, MD
  IA Registered
  Disclosure event(s) on record
• Keven MilgramCRD 4493611 · Fort Lauderdale, FL
  IA RegisteredBroker
• Jason Edward MinnellaCRD 5584968 · Whitestone, NY
  IA RegisteredBroker
• Angela Marie MirrioneCRD 4211376 · Sandy, UT
  IA RegisteredBroker
• Pierre Merujan MovsessianCRD 2661447 · Glendale, CA
  IA RegisteredRegistration inactive
• Benjamin Mark MurphyCRD 5608032 · Boston, MA
  IA RegisteredBroker
• Jacalyn MurrayCRD 1397097 · Fort Lauderdale, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew R MusialCRD 5907595 · Wauwasota, WI
  IA RegisteredRegistration inactive
• Gena MaierCRD 5615723 · Sacramento, CA
  IA Registered
• Kristopher MaleskiCRD 5897988 · Rockville, MD
  IA RegisteredBroker
• Manuel MejiaCRD 5782380 · Blue Bell, PA
  IA RegisteredBroker
• Jacob Timothy MelvinCRD 8098874 · Brighton, MI
  IA RegisteredBroker
• Andrew Shannon MichaelCRD 6842343 · Charlotte, NC
  IA RegisteredRegistration inactive
• Dewitt Charles MilesCRD 7756463 · North Charleston, SC
  IA Registered
• Matthew David MorrisCRD 4600936 · Fort Worth, TX
  IA RegisteredBroker
• Alexander Ross NakiCRD 6812642 · Granite Bay, CA
  IA RegisteredRegistration inactive
• Michael Kellen NakiCRD 2088757 · Granite Bay, CA
  IA RegisteredRegistration inactive
• Nicholas Ryan NatzkeCRD 4950372 · Madison, WI
  IA RegisteredRegistration inactive
• Steven James NautaCRD 4429840 · Grandville, MI
  IA Registered
• Timothy Paul NelsonCRD 4677767 · Denver, CO
  IA RegisteredBroker
• Joseph William NiermanCRD 5445558 · Indianapolis, IN
  IA RegisteredBroker
• Craig NovekCRD 5044176 · Fort Lauderdale, FL
  IA RegisteredBroker
• Danielle Rose O'brienCRD 5631341 · Nashville, TN
  IA RegisteredRegistration inactive
• Joan Lawlor O'learyCRD 7617536 · Needham, MA
  IA Registered
• Daniel James O'sullivanCRD 2780699 · Blue Bell, PA
  IA RegisteredBroker
• James Trevor OshaughnessyCRD 2284652 · Northbrook, IL
  IA RegisteredBroker
• Dallas Lawrence OtterCRD 1567703 · Mercer Island, WA
  IA RegisteredRegistration inactive
• Matthew Michael OliveiraCRD 7556128 · Attleboro, MA
  IA RegisteredBroker
• Douglas Ross PeeteCRD 1033479 · Overland Park, KS
  IA RegisteredBroker
• John Michael PellosieCRD 6309146 · Allentown, PA
  IA RegisteredBroker
• William Michael PeragineCRD 1717792 · Melville, NY
  IA RegisteredRegistration inactive
• Brianne Leigh PetersonCRD 6844627 · Nashville, TN
  IA RegisteredBroker
• William Herbert PhillipsCRD 1244083 · Columbia, SC
  IA RegisteredBroker

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.