Retirement Investment Advisors
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Likely to sell
- In business 35 years (since 1991)
- Founder still runs it after 35 years
- No family successor named on its website
From public records and the company's website, not a statement that it's for sale.
What they do
Retirement Investment Advisors, Inc. is a fee-only fiduciary firm that provides retirement planning and investment guidance to people approaching or in retirement, with offices in Oklahoma City and Frisco.
From the company's website. Industry: Finance and insurance.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Retirement Investment Advisors this business | $1.1M | — |
| Oklahoma Business Insurors Oklahoma City | $806K | 0.0 mi |
| IBC Bank Oklahoma City | $1.9M | 0.1 mi |
| Kierl & Associates CPA Oklahoma-City | $1.1M | 0.1 mi |
| Central Bank Oklahoma City | $11.5M | 0.1 mi |
| BIRCHALL AND HAMPTON LLC Oklahoma City · 4 employees | $1.1M | 0.1 mi |
| Total Tax and Accounting Oklahoma City | $1.1M | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
“Since 1991, Retirement Investment Advisors, Inc. has provided fee-only fiduciary guidance to help people like you move forward on the path to retirement with clarity and confidence.”
Leadership
- RLRandy L. Thurman, CFP®CEO / Managing Partner · Company website · source
- AKAndrew K. Flinton, CFP®President / Managing Partner · Company website · source
- CRCarol Ringrose Alexander, CFP®Executive Vice President · Company website · source
- BCBrenda C. Bolander, CFP®Executive Vice President · Company website · source
- AVAlexx V. Peralta, CFP®Vice President · Company website · source
- CAChad A. Rudy, CFP®Executive Vice President - Texas · Company website · source
- HMHeather MisialekExecutive Vice President · Company website · source
- CFChristine FullerSenior Vice President · Company website · source
- ELErika LopezSenior Client Services Manager · Company website · source
- MSMonica SmothersClient Services Manager · Company website · source
- JGJoe GloverClient Services Manager · Company website · source
- CRChristine RaneyClient Success Manager · Company website · source
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Retirement Investment Advisors
Retirement Investment Advisors is a finance and insurance company in Oklahoma City, Oklahoma, in business since 1991. It is owned by Advisor Emeritus (Founder). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Retirement Investment Advisors?
- Retirement Investment Advisors is owned by Advisor Emeritus (Founder), according to public sources such as the company's website or filings.
- How much revenue does Retirement Investment Advisors make?
- SeeBITDA estimates Retirement Investment Advisors's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Retirement Investment Advisors worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Retirement Investment Advisors founded?
- Retirement Investment Advisors has been in business since 1991.
- Is Retirement Investment Advisors for sale?
- There's no public listing, but it shows signs that often come before a sale: in business 35 years (since 1991); founder still runs it after 35 years; no family successor named on its website.