Retirement Wealth Advisors, Inc.

Retirement Wealth Advisors, Inc. (CRD# 137658) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $1,512,080,125 in 13,030 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,512
    MILLION
  • Total Number of Accounts
    13,030
    ACCOUNTS
  • Average Account Value
    $116,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Retirement Wealth Advisors, Inc.
Showing 1 - 10 of 207 top financial advisors.
1
Carlos Dias Jr.
CRD#: 5315390
255 Primera Boulevard, Suite 160, Lake Mary, FL 32746
100
Wealthminder
score

Carlos Dias (CRD# 5315390) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Lake Mary, FL and has 12 years of experience in the finance industry.

2
Osric D. Grant
CRD#: 4942077
2302 Parklake Drive, Atlanta, GA 30345
100
Wealthminder
score

Osric Grant is Co-Founder and Managing Partner of Grant and Hamilton Wealth Advisors, an investment advisory firm.  Osric is recognized as one of the top retirement specialists in the nation, helping thousands of individuals and families in Georgia, Alabama, and across the country secure their retirements.

3
Ian R. Maxwell
CRD#: 6007842
9540 Towne Center Drive, Suite 150, San Diego, CA 92121
100
Wealthminder
score

Ian Maxwell (CRD# 6007842) is an Investment Advisor Representative working at Reviresco Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry. Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA). Investment Advisory Services are offered through RWA.

4
Jose V. Sanchez
CRD#: 5021345
3401 Candelaria Rd Ne, Suite A, Albuquerque, NM 87107
98
Wealthminder
score

Jose Sanchez (CRD# 5021345) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Albuquerque, NM and has over 12 years of experience in the finance industry.

5
Michael Stevens
CRD#: 5930565
2961 W. Maple Loop Drive #120, Lehi, UT 84043
98
Wealthminder
score

Michael Stevens (CRD# 5930565) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orem, UT and has over 4 years of experience in the finance industry.

6
Steven A. Aul
CRD#: 5772886
16253 Swingley Ridge Rd. Suite 125, Chesterfield, MO 63017
96
Wealthminder
score

Steven Aul (CRD# 5772886) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Chesterfield, MO and has over 8 years of experience in the finance industry.

7
Aaron M. Hail
CRD#: 5777817
15333 N. Pima Rd, Ste 133, Scottsdale, AZ 85260
96
Wealthminder
score

Aaron Hail (CRD# 5777817) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry. Aaron Hail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Aaron L. Johnson
CRD#: 2900003
327 Forest Hills Circle, Prescott, AZ 86303
96
Wealthminder
score

Aaron Johnson (CRD# 2900003) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Prescott, AZ and has over 21 years of experience in the finance industry. Aaron Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Michael A. Kalisch
CRD#: 4444873
5550 Glades Road, Suite 500, Boca Raton, FL 33431
96
Wealthminder
score

Michael Kalisch (CRD# 4444873) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry. Michael Kalisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Gary R. Loduca
CRD#: 2569294
4302 Henderson Blvd, Suite 100, Tampa, FL 33629
96
Wealthminder
score

Gary Loduca (CRD# 2569294) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Tampa, FL and has over 23 years of experience in the finance industry. Gary Loduca has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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