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RTD FINANCIAL ADVISORS INC
CRD 110744 · SEC 801-19015
30 S. 17TH STREET, STE 1620, PHILADELPHIA, PA, 19103, United States
Phone
215-557-3800
Fax
215-557-3814
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.72B
Discretionary AUM
$2.70B
Team
39 total employees; 22 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $64.6M |
| High net worth individuals | 494 | $1.71B |
| Pension/profit sharing plans | 53 | $811.0M |
| Charitable organizations | 2 | $9.2M |
| Corporations/business entities | 63 | $125.9M |
States served
VT, AZ, CA, CO, DE, GA, MD, MA, NJ, NY, NC, PA, RI, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD