RDA Financial Network

Overview

RDA Financial Network is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and the selection of outside managers. RDA also conducts educational seminars and functions as a registered representative of a broker-dealer and as an insurance broker, which supports its ability to implement insurance and annuity solutions alongside investment programs. Its fee arrangements include assets-based fees, hourly billing, and fixed-fee engagements. The firm describes itself as a capital allocator and uses third-party managers where appropriate, indicating a mix of internally managed strategies and externally sourced solutions. RDA is not positioned as an ESG-focused advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices