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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2011
- Office Locations
- 14
Office Locations
About Retirement Planners OF America
Retirement Planners of America is a fiduciary, retirement-focused advisory firm serving pre-retirees and retirees with 401(k) diversification, Social Security and Medicare decisions, insurance, estate and income tax planning, and cashflow planning. The firm uses its Invest and Protect strategy to pursue growth while emphasizing principal protection and disciplined risk. Founder/CEO Ken Moraif leads the practice.
Reported data analysis
What the numbers show
Between July 30, 2025 and April 20, 2026, reported AUM decreased 9.7%, from $4.0B to $3.6B.
Across 5 reported observations, AUM decreased 23.8% between November 4, 2022 and April 20, 2026, from $4.7B to $3.6B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 26 advisory representatives and 5,657 clients, or 217.6 clients per representative. That equates to $634.4K in reported AUM per client.
The profile lists 14 reported office locations and 15 years in operation. The source data was last updated on April 20, 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
WILLIAM ROBERT FRYE
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
STEPHEN BRASSIL LUBY
Advisor, CHIEF REVENUE OFFICER
- CRD
- #5691249
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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KARLI RAE BRADLEY
Advisor
- CRD
- #5882146
Jacqelyn Brian
Advisor
- CRD
- #7765272
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,558,025,019 | $267,964 |
| Non-Discretionary | $30,645,098 | $383,064 |
| Total | $3,588,670,117 | $268,653 |
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Separately Managed Accounts
SMA allocation detail is available
Retirement Planners OF America has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Retirement Planners OF America's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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