RTD FINANCIAL ADVISORS INC

RIASEC RegisteredEst. 1983

Total AUM

$2.7B

Discretionary

$2.7B

99% of AUM

Avg account

$881K

Accounts

3,093

Employees

Advisory reps

Firm details

Headquarters: PHILADELPHIA, Pennsylvania
CRD number: 110744
Registered since: June 13, 1983
Website: rtdfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.9%
Pension & Profit Sharing Plans29.77%
Corporations / Businesses4.62%
Individuals2.37%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RTD Financial Advisors Inc is an independent, SEC-registered registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, and also provides pension consulting and selection-of-other-advisers services. Its fee model blends percentage-of-AUM billing with fixed-fee arrangements. Investment activity is centered on pooled public funds and indexed ETFs for broad equity exposure, with a material allocation to mutual funds across managed accounts. The firm's 13F filings show a heavy tilt toward ETF-based holdings, suggesting a strategy that favors low-cost, liquid equity exposure for the majority of its reported public assets. RTD also allocates to third-party real estate managers as its primary alternative investment exposure. RTD has drawn industry recognition in multiple years from outlets including CNBC, FA Magazine and the Financial Times.