Research Financial Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated April 22, 2026, reports $252M in regulatory assets under management, 10 employees, 8 offices, and 1,250 accounts.
Assets Under Management
$252M
Employees
10
Offices
8 offices
Total Clients
533
Primary office
ROCKVILLE, MD
2273 RESEARCH BLVD, SUITE 101, ROCKVILLE, MD, United States
Top client segmentIndividuals represent 78.4% of total clients.
Top client categories% of clientsClients
1
Individuals
78.4%
418
2
HNWI
17.4%
93
3
Pension Plans
4.1%
22
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$252Mas of April 22, 2026
Discretionary100.0%
$252M
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.
Total AUM$252M
Total Accounts1,250
10Y AUM Change$-104M (-29.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee53:1
10Y Employee Change-7 (-41.2%)
* 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.