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 6 of 8

• David Taylor PitzCRD 3212518 · Sparks, MD
  IA RegisteredBroker
• Kyle Robert PosvistakCRD 5059873 · San Clemente, CA
  IA RegisteredRegistration inactive
• Jasonn Donald PotterCRD 4281668 · Salt Lake City, UT
  IA RegisteredRegistration inactive
• Dale Robert PowersCRD 2255475 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Aimee B PriceCRD 4528597 · San Rafael, CA
  IA RegisteredBroker
• Daintry Noelle PriceCRD 1692616 · Bothell, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Luke PriceCRD 4571315 · Grand Junction, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Ethan PensakCRD 6340993 · Horsham, PA
  IA RegisteredBroker
• Carley PerazaCRD 5590446 · Lakeside, CA
  IA RegisteredBroker
• Rocky John PrattCRD 7368222 · South Salt Lake, UT
  IA Registered
• Michael Stuart RankinCRD 2544103 · Irvine, CA
  IA RegisteredRegistration inactive
• Matthew James RauenCRD 5763564 · Grand Junction, CO
  IA RegisteredBroker
• Elizabeth Kathleen RehbehnCRD 6315749 · Bethesda, MD
  IA RegisteredRegistration inactive
• Stephanie Renee RichardsonCRD 6037319 · Mclean, VA
  IA Registered
• Deena Marie RiniCRD 5463138 · Cleveland, OH
  IA RegisteredBroker
• Matthew John RiversCRD 5597056 · Carlsbad, CA
  IA RegisteredBroker
• Marc Joseph RohrCRD 2293219 · Springfield, MO
  IA RegisteredBroker
• Brahm Jacob RossiterCRD 2995375 · Lemoore, CA
  IA RegisteredBroker
• Mark Fredrick RubinsteinCRD 1535991 · Incline Village, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Jay RussellCRD 4963576 · Mercer Island, WA
  IA RegisteredRegistration inactive
• Andrew William RyanCRD 1765898 · San Rafael, CA
  IA Registered
• Andre Rene RamirezCRD 5233648 · Long Beach, CA
  IA RegisteredBroker
• Reynaldo Andre RattiCRD 6730474 · Rockville, MD
  IA RegisteredBroker
• Rebecca RecordsCRD 4751183 · Boston, MA
  IA RegisteredBroker
• Benjamin ReeseCRD 8226936 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Robby J RodriguezCRD 6602090 · Northfield, NJ
  IA RegisteredBroker
• Eugene RogatnikCRD 6722843 · Henrico, VA
  IA RegisteredBroker
• Lucas W RogersCRD 6542655 · W Accokeek, MD
  IA RegisteredRegistration inactive
• Grant Michael RossCRD 7589690 · Bloomfield Hills, MI
  IA RegisteredBroker
• Virginia Elizabeth RyanCRD 6032713 · Edina, MN
  IA RegisteredRegistration inactive
• Marcella Molinare SalibaCRD 5907956 · Walnut Creek, CA
  IA Registered
• James Francis SampsonCRD 3107312 · Warwick, RI
  IA RegisteredRegistration inactive
• Thomas Michael SantabarbaraCRD 1059895 · Latham, NY
  IA Registered
• Alfred Ronald SantoCRD 4916517 · Baldwin, MD
  IA RegisteredBroker
• Marcus Hiro SasakiCRD 6638996 · Lemoore, CA
  IA RegisteredBroker
• Scott Larry SchlappiCRD 1507932 · Scottsdale, AZ
  IA Registered
• Blake Richard SchreckCRD 4691253 · Sandy, UT
  IA RegisteredBroker
• Christie Cheng ScottCRD 4332489 · Portsmouth, NH
  IA RegisteredBroker
• Ambler P SelwayCRD 4544139 · Wayne, PA
  IA RegisteredBroker
• Hafiz B. ShekhCRD 6299239 · Fort Lauderdale, FL
  IA RegisteredBroker
• Mark ShusterCRD 1402702 · Pasadena, CA
  IA RegisteredBroker
• Jordan Fleming SiblerCRD 4922943 · Nashville, TN
  IA RegisteredRegistration inactive
• Joseph Anthony SimmonsCRD 2189443 · Boston, MA
  IA RegisteredBroker
• Rhett Nolan SinclairCRD 1782891 · Aiken, SC
  IA RegisteredBroker
• Rylee Ann SivertsenCRD 6974634 · University Place, WA
  IA RegisteredBroker
• Christopher SloopCRD 2540549 · Columbia, SC
  IA RegisteredBroker
• Christopher Robert SneedCRD 6396202 · Columbus, OH
  IA RegisteredBroker
• William James SnokeCRD 3244620 · Bethesda, MD
  IA RegisteredRegistration inactive
• Brendan Patrick SpeersCRD 5504090 · Horsham, PA
  IA RegisteredBroker
• Daniel Bryan SpickardCRD 4673145 · San Rafael, CA
  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.