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- Custodian
- SEI · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-13-1993
- Office Locations
- 2
Office Locations
About Retirement Investment Advisors INC
Retirement Investment Advisors, Inc. is a fee-only, fiduciary RIA serving retirement-focused individuals with CFP®-led financial planning and ongoing portfolio management. Founded in 1991, the firm builds client-specific retirement plans and investment allocations, with portfolios largely implemented via ETFs. Custody includes SEI and TIAA, with offices in Oklahoma City and Frisco, TX.
Reported data analysis
What the numbers show
Between November 26, 2025 and March 23, 2026, reported AUM increased 17.5%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 31.7% between March 31, 2022 and March 23, 2026, from $1.1B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,456 clients, or 182 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 33 years in operation. The source data was last updated on March 23, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CAROL RINGROSE ALEXANDER
Advisor, EXECUTIVE VICE PRESIDENT
- CRD
- #4241259
- Ownership
- Less than 5%
BRENDA SUE BOLANDER
Advisor, EXECUTIVE VICE PRESIDENT
- CRD
- #6146869
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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JOSEPH WAYNE BOWIE
Advisor
- CRD
- #1808893
Alexxander V Peralta
Financial Advisor Associate
- CRD
- #7638573
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,489,750,468 | $432,564 |
| Non-Discretionary | $0 | -- |
| Total | $1,489,750,468 | $432,564 |
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Separately Managed Accounts
SMA allocation detail is available
Retirement Investment Advisors INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Retirement Investment Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.