Redwood Financial Network is an SEC registered investment adviser organized as a corporation with a primary office location in Solon, OH. Its latest Form ADV filing, dated March 31, 2026, reports $263M in regulatory assets under management, 11 employees, 3 offices, and 1,019 accounts.
Assets Under Management
$263M
Employees
11
Offices
3 offices
Total Clients
1,019
Primary office
SOLON, OH
30285 BRUCE INDUSTRIAL PARKWAY, SUITE A, SOLON, OH, United States
Top client segmentIndividuals represent 61.3% of total clients.
Top client categories% of clientsClients
1
Individuals
61.3%
625
2
HNWI
38.0%
387
3
Pension Plans
0.6%
6
4
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of March 31, 2026
Discretionary99.3%
$261M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
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.
Total AUM$263M
Total Accounts1,019
10Y AUM Change+$170M (+184.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee93:1
10Y Employee Change+2 (+22.2%)
* 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.