CRD: 166221
Approach Retirement Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-2013
- Office Locations
- 2
Office Locations
About Approach Retirement Advisors, LLC
Approach Retirement Advisors is an independent Birmingham, AL wealth management and financial planning firm focused on helping individuals and families navigate retirement and major life transitions. The team provides portfolio management plus guidance on taxes, estate/inheritance decisions, and charitable strategies (e.g., inherited IRA planning). Client assets are custodied with Charles Schwab.
Reported data analysis
What the numbers show
Between September 18, 2025 and March 16, 2026, reported AUM increased 14.1%, from $199.4M to $227.5M.
Across 5 reported observations, AUM increased 37.8% between March 31, 2022 and March 16, 2026, from $165.0M to $227.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 144 clients, or 72 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ERIC JASON MCCLAIN
Certified Financial Planner, Partner
- CRD
- #5500918
- Ownership
- 50% but less than 75%
PHILLIP BRITTAIN WALKER
Advisor, Chief Compliance Officer
- CRD
- #5798439
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,468,365 | $415,847 |
| Non-Discretionary | $0 | -- |
| Total | $227,468,365 | $415,847 |
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Separately Managed Accounts
SMA allocation detail is available
Approach Retirement Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Approach Retirement Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.