Retirement Solutions Group: new SEC registration, $160M AUM, Franklin, TN
Retirement Solutions Group (Franklin, Tennessee): new SEC registration, $160M AUM, Franklin, TN. Its amount of 160 is above the median of 134 (60th percentile). Dated 177 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 160 · 60th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related TN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Retirement Solutions Group |
| Legal name | Retirement Solutions Group, INC. |
| CRD | 289069 |
| Status | Approved |
| Registered with the SEC | 2026-05-11 |
| Latest Form ADV filing | 2026-07-09 |
| Location | Franklin, TN, United States |
| Regulatory AUM | $159,620,234 |
| Accounts | 661 |
| Employees | 7 |
| Website | https://rsginfo.com |
| amount percentile | 60th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (22 TN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TN first): Sagepoint Capital Partners LLC · Hcip Advisors, LLC · Rare Capital Management, LLC · Ridgeline Capital Management, LLC · Highland Rim Capital, L.P. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Retirement Solutions Group and 22 Tennessee peers
- Tennessee NewRiaPulse records like this one: 22
- Retirement Solutions Group's amount: 60th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Tennessee peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $160M under management.
- Website on file.
What is the NewRiaPulse record for Retirement Solutions Group in Franklin, Tennessee?
Retirement Solutions Group received SEC registration as an investment adviser (2026-05-11) with $159,620,234 in regulatory assets under management, based in Franklin, TN.
How does Retirement Solutions Group compare to other Tennessee NewRiaPulse records?
Its amount of 160 sits in the upper half (60th percentile) of 1,149 records; the median is 134. It is 177 days old; check the official source for later updates before acting.
Retirement Solutions Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Retirement Solutions Group | Franklin, TN | 160 | 60th | 2026-05-11 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Tennessee NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.