LP Profile

RTD Financial Advisors

Also known as rtd financial

Wealth ManagerPhiladelphia, United StatesFounded 1983
$1.9B
Assets Under Management
Philadelphia
Headquarters
Investment Focus

About RTD Financial Advisors

RTD Financial Advisors is a wealth manager based in Philadelphia, US. Founded in 1983. Reported AUM: 1925 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RTD Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.7B
Total Clients
3,093
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to RTD Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is RTD Financial Advisors?

RTD Financial Advisors is a wealth manager based in Philadelphia, United States, managing approximately $1.9B in assets.

Where is RTD Financial Advisors headquartered?

RTD Financial Advisors is headquartered in Philadelphia, United States.

How much does RTD Financial Advisors manage?

RTD Financial Advisors manages approximately $1.9B in assets under management.

When was RTD Financial Advisors founded?

RTD Financial Advisors was founded in 1983.

How can I contact RTD Financial Advisors?

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