Rpa Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Rafael, CA. Its latest Form ADV filing, dated April 8, 2026, reports $10.9B in regulatory assets under management, 12 employees, 1 office, and 323 accounts.
Assets Under Management
$10.9B
Employees
12
Offices
1 office
Total Clients
339
Primary office
SAN RAFAEL, CA
4340 REDWOOD HIGHWAY, SUITE B60, SAN RAFAEL, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
339
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.9Bas of April 8, 2026
Discretionary81.4%
$8.9B
81% of total RAUM81.4%
Non-discretionary18.6%
$2.0B
19% of total RAUM18.6%
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$10.9B
Total Accounts323
10Y AUM Change+$10.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* 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.