DBA: TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
| Total AUM | $5.06B |
| Discretionary | $60.1M1% of AUM |
| Non-Discretionary | $5.00B |
| Client Accounts | 96 |
| Avg Account Size | $52.7M |
| Employees | 11 |
| Peak AUM | $5.06BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +11.1% | +17.1% | +7.4% | |
| Discretionary AUM | |||||
| Total AUM | $5.06B |
| Discretionary | $60.1M |
| Employees | 11 |
| Client Accounts | 96 |
| Client Range | 0 |
Address
ONE EMPIRE DRIVE
RENSSELAER NY 12144
Phone
518-431-7600
Filing History
80 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$60M
1.2% of AUM
Non-Discretionary
$5.0B
98.8% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
| +24.0% /yrover 19 yrs · 80 filings |
Total AUM
$5.1B
| $60M |
| +815.0% |
| — |
| — |
| Non-Disc. AUM | $5.0B | +10.0% | +16.7% | +7.2% |
| Total Accounts | 96 | 12.7% | +27.8% | +15.4% |
| Avg Account Size | $53M | +27.3% | 8.3% | 6.9% |
| Employees | 11 | 0.0% | 5.4% | 10.4% |
| AUM / Employee | $460M | +11.1% | +23.8% | +19.8% |
Client AUM Segments | |||||
| Institutional AUM | $5.1B | +11.1% | +17.1% | +7.4% | |
Client Count Segments | |||||
| Institutional | 48 | 0.0% | +2.2% | +0.4% | |