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Ancora Retirement Plan Advisors, LLC

● SEC registered since 2007CRD 31256SEC# 801-67475Cleveland, OH
Export (members)
Reg. AUM
$1.53B
Employees
41
Accounts
161
Location
Cleveland, OH

Ancora Retirement Plan Advisors, LLC assets under management

Ancora Retirement Plan Advisors, LLC is an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 41 people.
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Ancora Retirement Plan Advisors, LLC owners & executives

21 reported
NameTitleOwnershipSince
Frederick David Disanto ControlChairman & Chief Executive OfficerUnder 5%2006
Irene Renae Walters ControlChief Compliance OfficerUnder 5%2018
Jason P Geers ControlCompliance OfficerUnder 5%2018
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Frequently asked questions

How much does Ancora Retirement Plan Advisors, LLC manage?

Ancora Retirement Plan Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Ancora Retirement Plan Advisors, LLC have?

Ancora Retirement Plan Advisors, LLC reports 41 employees.

Where is Ancora Retirement Plan Advisors, LLC located?

Ancora Retirement Plan Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2007.

Does Ancora Retirement Plan Advisors, LLC disclose fund performance?

Ancora Retirement Plan Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6060 Parkland, Suite 200, Cleveland, OH 44124
Phone216-593-5090
Fax216-593-5091
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$1.53B▲ 18%
Mar '25 — $1.31BApr '25 — $1.31BMay '25 — $1.31BJun '25 — $1.31BJul '25 — $1.31BAug '25 — $1.31BSep '25 — $1.31BOct '25 — $1.31BNov '25 — $1.31BDec '25 — $1.31BJan '26 — $1.31BFeb '26 — $1.31BMar '26 — $1.53BApr '26 — $1.53BMay '26 — $1.53BJun '26 — $1.53B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers

Assets under management

$1.53Bregulatory AUM
Discretionary $0Non-discretionary $1.53B