Rpm Advisors, LLC

Retirement Plan Advisor

About Rpm Advisors, LLC

<p>Working under the Raymond James platform, RPM Advisors, LLC provides 3(21) fiduciary support for employer-sponsored retirement plans. The team focuses on retirement plan consulting alongside broader financial guidance for individuals, families, and businesses.</p> <p>RPM Advisors helps plan sponsors with investment due diligence, participant-focused plan support, and ongoing guidance tied to plan goals and governance. The firm also provides financial planning, investment solutions, and risk management services, with an emphasis on practical recommendations and clear communication.</p> <p>A key differentiator is its connection to Raymond James, which gives clients access to a larger advisory platform and resources while keeping day-to-day service centered on the local advisory relationship.</p> <ul> <li>3(21) fiduciary services for retirement plan sponsors</li> <li>Retirement plan consulting and plan-level investment guidance</li> <li>Financial planning for individuals and families</li> <li>Investment management and investment solution selection</li> <li>Risk management support</li> </ul> <p>RPM Advisors works with clients who want an advisor relationship that prioritizes trust, transparency, and long-term planning, and it fits organizations comparing <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p>

Website: https://www.raymondjames.com/rpmadvisors/resources/worthwhile

Services Offered

  • 3(21) Investment Advisor

Plans Serviced (2024)

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).

PlanSponsorAssetsParticipants
AGRI-COVER, INC. 401(K) PLAN AGRI-COVER, INC., ND $15M 168