About Global Retirement Partners, LLC
<p>Built to support independent financial professionals, Global Retirement Partners, LLC (GRP Financial) helps advisors run and grow their practices with retirement plan and wealth management support.</p> <p>Founded in 2014, the firm has 434 employees and is based in San Rafael in the San Francisco Bay Area, with an additional office in Carlsbad in North San Diego County. GRP Financial works with advisors across the U.S. and is a registered investment adviser.</p> <p>On the retirement plan side, the firm handles 3(21) fiduciary work, plan design, participant advice, and compliance support. In 2026, GRP Financial reported $31.9B in assets under management.</p> <p>One point that sets the firm apart is its platform approach: advisors can pair investment advisory services with securities access through LPL Financial and insurance support through HUB International.</p> <ul> <li>Registered investment adviser supporting independent advisor businesses</li> <li>3(21) fiduciary services and plan design for employer retirement plans</li> <li>Participant advice and plan compliance support</li> <li>Affiliations: LPL Financial (securities) and HUB International (insurance)</li> <li>U.S. coverage with California offices in the Bay Area and North San Diego County</li> </ul>
Website: https://www.grpfinancial.com/
Founded: 2014
Employees: 434
Office Locations
- San Rafael, CA (Headquarters)
- Carlsbad, CA
Services Offered
- 3(21) Investment Advisor
- Plan Design Consulting
- Participant Investment Advice
- Compliance Services
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $31.9B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN | THE QUEEN'S HEALTH SYSTEMS, HI | $2.0B | 9,266 |
| UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN | UNIVERSITY OF THE PACIFIC, CA | $839M | 2,955 |
| ARUP US RETIREMENT SAVINGS PLAN | ARUP US, INC., CA | $723M | 1,483 |
| BEACON RETIREMENT SAVINGS 403(B) PLAN | BEACON HEALTH SYSTEM, INC., IN | $695M | 7,860 |
| PRINCIPAL EASE 401(K) PLAN | PRINCIPAL LIFE INSURANCE COMPANY, IA | $651M | 161,040 |
| 401(k) Retirement Plan | Healthcare Sponsor, MA | $629M | 1,903 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $623M | 3,448 |
| 401(k) Retirement Plan | Professional Services Sponsor, TN | $585M | 7,980 |
| 401(k) Retirement Plan | Technology Sponsor, VA | $555M | 10,186 |
🔒 Want to unlock and download Global Retirement Partners, LLC's client list?
Subscribe to Basic or Premium today to reveal and download all 1462 client plans.
Subscribe Today