Rpg Family Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, MA. Its latest Form ADV filing, dated April 24, 2026, reports $701M in regulatory assets under management, 21 employees, 4 offices, and 600 accounts.
Assets Under Management
$701M
Employees
21
Offices
4 offices
Total Clients
600
Primary office
BURLINGTON, MA
25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, United States
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
404
2
HNWI
22.2%
133
3
Corporations
9.5%
57
4
Pension Plans
1.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$701Mas of April 24, 2026
Discretionary98.0%
$687M
98% of total RAUM98.0%
Non-discretionary2.0%
$14M
2% of total RAUM2.0%
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$701M
Total Accounts600
10Y AUM Change+$295M (+72.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee29:1
10Y Employee Change+7 (+50.0%)
* 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.