Angleton, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Retirement Management Systems
Team
Firm-wide stats for Retirement Management Systems
About
Retirement Management Systems provides Savings Plan Management, discretionary portfolio management, financial planning, and plan-sponsor consulting to individual retirement plan participants and plan sponsors. As of December 31, 2025, the firm reported managing $1,886,716,918 in discretionary assets across 4,126 individual accounts.
The firm uses a risk‑based, model-driven approach built around seven portfolio models developed with LSA Portfolio Analytics, implementing and rebalancing strategies via Schwab Advisor Services. RMS offers both discretionary asset management and non-discretionary quarterly allocation recommendations for participants, and supports plan sponsors with 3(21), 3(38) and 3(38) Plus fiduciary services.
Noteworthy features compared with many team firms include the firm’s scale—nearly $1.9 billion in AUM and several thousand participant accounts—which results in an unusually high level of assets and client relationships per advisor and a reliance on standardized model portfolios and custodial processes. RMS also conducts educational seminars for advisors, plan participants and other audiences, and discloses operational considerations such as potential constructive custody when accessing participant plan accounts.
Based on Retirement Management Systems
Expertise
Based on Retirement Management Systems
Location
221 North Velasco Street
Angleton TX 77515
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)