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
- Compliance Services
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $31.9B