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, individually owned registered investment adviser that has been SEC-registered since 1983. The firm serves both individual and institutional clients and operates primarily as a discretionary portfolio manager and financial planning provider. Its stated capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. RTD acts as a capital allocator, making third-party manager selections, and describes itself as an active ESG investor. The firm charges fees based on a percentage of assets under management and also uses fixed fees for certain engagements. RTD has been recognized in industry rankings, including multiple listings on CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, 2025), FA Magazine’s Top RIA Firms (2020), and Financial Times’ Top 300 RIA Firms (2020).