PHILADELPHIA, PACRD 110744Latest ADV February 26, 2026
Rtd Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated February 26, 2026, reports $2.7B in regulatory assets under management, 39 employees, 4 offices, and 3,093 accounts.
Assets Under Management
$2.7B
Employees
39
Offices
4 offices
Total Clients
837
Primary office
PHILADELPHIA, PA
30 S. 17TH STREET, STE 1620, PHILADELPHIA, PA, United States
Top client segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
494
2
Individuals
26.9%
225
3
Corporations
7.5%
63
4
Pension Plans
6.3%
53
5
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of February 26, 2026
Discretionary99.2%
$2.7B
99% of total RAUM99.2%
Non-discretionary0.8%
$23M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts3,093
10Y AUM Change+$1.5B (+117.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee21:1
10Y Employee Change+9 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.