Summary
Retirement Plan Advisory Group
Founded in 2004
Description
Retirement Plan Advisory Group is the largest practice management platform for defined contribution advisors in the U.S. At RPAG, weve succeeded in building the industrys leading retirement plan practice management platform. Designed for elite adviso...
Strengths
- Retirement Plan Advisory Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Retirement Plan Advisory Group was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Retirement Plan Advisory Group's annual revenue
$13359000
Based on Kona Equity data
-
Revenue per employee
$607227
-
Variance of revenue growth
156.0
-
Annual revenue growth since founding
$742500
-
Revenue growth rate from first known quarter to current
-40.9%
Employee Count
22 employees
-
Employee growth rate from first known quarter to current
-46.9%
Executives
Darryl Marks
Vice President
d**@rpag.comEllie Armstrong
Advisor Coordinator
e**@rpag.comMichael Feldman
System Development Coordinator
m**@rpag.comAshley Valdez-Soto
Service Coordinator
a**@rpag.comNikolas Adams
Director, Marketing
n**@rpag.comAlexander Nikolas
Advisor Service Associate
a**@rpag.comCarlos Penaloza
Advisor Service Associate
c**@rpag.comVince Giovinazzo
CEO
v**@rpag.comJami Chapman
Chief Operating Officer
j**@rpag.comPenny Cyr
Systems Development Coordinato
p**@rpag.comMaria Salb
Assistant VP, Rpag Service
m**@rpag.comLea Garrison
Strategic Provider Liaison
l**@rpag.comVeronica Lee
Senior VP, Client Services
v**@rpag.comPhone Group
Founder & Chief Executive Officer
p**@rpag.comAndrew Kim
Accounting Coordinator
a**@rpag.comRyan Hamilton
Investment Analyst
r**@rpag.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Retirement Plan Advisory Group
- Category: Investment management
- Industry: Financial consultant
- NAICS: 523; 52311
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By City Aliso Viejo Small Financial consultant in Aliso Viejo Mid-size Financial consultant in Aliso Viejo Investment management in Aliso Viejo Small Investment management in Aliso Viejo Mid-size Investment management in Aliso Viejo
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial consultant in CA Mid-size Financial consultant in CA
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Firmographic data G Score of 3 Founded in 2004 NAICS: 523 NAICS: 52311 #Finance General #Finance
Frequently Asked Questions
Retirement Plan Advisory Group's headquarters are located at 120 Vantis, Ste. 400 480 Aliso Viejo, CA 92656.
Retirement Plan Advisory Group's official website is rpag.com
Retirement Plan Advisory Group's annual revenue is $13.4 M.
Retirement Plan Advisory Group's NAICS: 523; 52311.
Retirement Plan Advisory Group has 22 employees
Retirement Plan Advisory Group is in the industry of Investment management.
