Rda Financial Network is an SEC registered investment adviser organized as a corporation with a primary office location in Akron, IA. Its latest Form ADV filing, dated March 31, 2026, reports $675M in regulatory assets under management, 17 employees, 15 offices, and 1,522 accounts.
Assets Under Management
$675M
Employees
17
Offices
15 offices
Total Clients
1,521
Primary office
AKRON, IA
321 REED STREET, SUITE #2, AKRON, IA, United States
Top client segmentIndividuals represent 97.8% of total clients.
Top client categories% of clientsClients
1
Individuals
97.8%
1,488
2
HNWI
1.7%
26
3
Corporations
0.3%
5
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$675Mas of March 31, 2026
Discretionary100.0%
$675M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$675M
Total Accounts1,522
10Y AUM Change+$293M (+76.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee89:1
10Y Employee Change-15 (-46.9%)
* 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.