Rpoa Advisors, Inc.
● SEC registered since 2011CRD 157222SEC# 801-72262Plano, TX
Reg. AUM
$3.59B
Employees
126
Accounts
13,358
Location
Plano, TX
Rpoa Advisors, Inc. assets under management
Rpoa Advisors, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2011. It reports $3.6 billion in regulatory assets under management and employs 126 people.
Rpoa Advisors, Inc. owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Argent Trust Company | Trustee Of Retirement Planners Of America Employee Stock Ownership Trust | Under 5% | 2023 |
| Christopher Todd Winkler Control | Chief Financial Officer | Under 5% | 2023 |
| Jordan Michael Roach Control | Chief Investment Officer | Under 5% | 2024 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rpoa Advisors, Inc. manage?
Rpoa Advisors, Inc. reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Rpoa Advisors, Inc. have?
Rpoa Advisors, Inc. reports 126 employees.
Where is Rpoa Advisors, Inc. located?
Rpoa Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2011.
Does Rpoa Advisors, Inc. disclose fund performance?
Rpoa Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2820 Dallas Parkway, Plano, TX 75093 |
| Phone | 469-246-3600 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1963326 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.59B▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$3.59Bregulatory AUM
Discretionary $3.56BNon-discretionary $30.6M