# Global Retirement Partners, LLC
Source: https://planprovider.pro/provider/global-retirement-partners-llc

> Built to support independent financial professionals, Global Retirement Partners, LLC (GRP Financial) helps advisors run and grow their practices with retire…

Retirement Plan Advisor

San Rafael, CA

## 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/](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|

| SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN|SMITH COLLEGE, MA|$629M|1,903|

| ESSENTIAL UTILITIES, INC. 401(K) PLAN|ESSENTIAL UTILITIES, INC., PA|$623M|3,448|

| ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN|ONEONCOLOGY, LLC, TN|$585M|7,980|

| AKIMA, LLC 401(K) PLAN|AKIMA, LLC, VA|$555M|10,186|

| SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN|SANTA CLARA UNIVERSITY, CA|$520M|1,842|

| BUCHANAN INGERSOLL & ROONEY PC RETIREMENT SAVINGS PLAN|BUCHANAN INGERSOLL & ROONEY PC, PA|$484M|793|

| GUIDEWIRE SOFTWARE RETIREMENT TRUST|GUIDEWIRE SOFTWARE, CA|$483M|1,667|

| MERCURY EMPLOYEES RETIREMENT INVESTMENT TRUST|MERCURY SYSTEMS, INC., MA|$476M|2,246|

| ISOLVED 401-K PLAN|PLAN PROFESSIONALS, LLC, NJ|$465M|47,479|

| SGH PROFIT SHARING & 401(K) PLAN AND TRUST|SIMPSON GUMPERTZ & HEGER INC., MA|$464M|765|

| SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN|SANTA CLARA UNIVERSITY, CA|$460M|1,835|

| GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN|GORDON REES SCULLY MANSUKHANI, LLP, CA|$450M|2,831|

| DOORDASH 401(K) PLAN|DOORDASH, INC., CA|$439M|10,913|

| INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN|INTERNATIONAL DATA GROUP, INC., MA|$432M|932|

| MOUNT HOLYOKE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN|TRUSTEES OF MOUNT HOLYOKE COLLEGE, MA|$423M|1,373|

Showing top 20 of 1,465 plans serviced in 2025.

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