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Retirement Investment Advisors, Inc.
Retirement Investment Advisors, Inc. is an SEC-registered, fee-only investment adviser headquartered in Oklahoma City, OK. Founded in 1990, the firm focuses on transparent fiduciary service and comprehensive financial planning, primarily serving individuals, high net worth clients, and a small number of non-profit organizations and pension/profit sharing plans. With a team of approximately 20 employees, the firm prides itself on regulatory compliance, privacy, and personalized advice.
Investment Strategy
Retirement Investment Advisors, Inc. employs a compassionate, fiduciary-centered investment strategy emphasizing transparency, risk management, and long-term financial security tailored to each client. Their approach is fee-only and independent, prioritizing diversified portfolios built around client retirement goals, income needs, and tax efficiency, with ongoing adjustments to adapt to market shifts and changes in client circumstances. The firm invests primarily on behalf of individuals and families, with an active focus on minimizing conflicts of interest and maximizing client trust.
Latest 13F Filing Activity
Retirement Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 57 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Growth Etf, Ishares Core Msci Eafe Etf, Vanguard Value Etf among other positions. Retirement Investment Advisors, Inc. reduced exposure to Exxon Mobil Corp., Oneok Inc., Apple Inc. among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | Vanguard Growth ETF | 20.90% | $232.3M | 529,933 | $380.02 | $438.40 | +$45.3M |
V VTV | Vanguard Value ETF | 20.86% | $231.9M | 1,312,143 | $162.05 | $176.74 | +$16.5M |
I IEFA | iShares Core MSCI EAFE ETF | 15.19% | $168.9M | 2,022,669 | $73.46 | $83.48 | +$21.8M |
B BIV | Vanguard Intermediate-Term Bond ETF | 11.34% | $126.1M | 1,630,295 | $74.83 | $77.34 | +$6.5M |
I IEMG | iShares Core MSCI Emerging Markets ETF | 7.30% | $81.1M | 1,351,515 | $54.07 | $60.03 | +$11.4M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | Edmond, OK , United States |
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