Data / Investment advisers / Pennsylvania / RTD Financial Advisors Inc
RTD Financial Advisors Inc, Philadelphia, PA: $2.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
RTD Financial Advisors Inc is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $2.7 billion in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch RTD Financial Advisors Inc (CRD number 110744): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110744
- SEC file number
- 801-19015
- SEC status
- Approved, effective June 13, 1983
- Main office
- 30 S. 17th Street Ste 1620, Philadelphia, PA 19103
- Phone
- (215) 557-3800
- Regulatory AUM
- $2,724,578,473 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $2,701,427,680
- Non discretionary AUM
- $23,150,793
- Accounts
- 3,093
- Employees
- 39, of which 22 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 494 | $1.71 billion |
| Pension and profit sharing plans | 53 | $811 million |
| Corporations or other businesses | 63 | $125.9 million |
| Individuals (other than high net worth individuals) | 225 | $64.6 million |
| Charitable organizations | 2 | $9.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.72 billion | February 26, 2026 |
| December 1, 2025 | $2.38 billion | November 20, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Roffman Miller Associates Inc | Philadelphia | $3.20 billion | Not listed | adviserinfo.sec.gov |
| Elm Wealth | Philadelphia | $3.02 billion | 2 | adviserinfo.sec.gov |
| FS Global Advisor, LLC | Philadelphia | $3.01 billion | 2 | adviserinfo.sec.gov |
| Newmarket Investment Management, LP | Philadelphia | $2.82 billion | 15 | adviserinfo.sec.gov |
| Lubert-Adler Management Company, L.P. | Philadelphia | $2.81 billion | 27 | adviserinfo.sec.gov |
| LL Funds | Philadelphia | $2.61 billion | 20 | adviserinfo.sec.gov |
| Corient SHC Wealth Management (US) LP | Philadelphia | $2.34 billion | 1 | adviserinfo.sec.gov |
| FS Structured Products Advisor, LLC | Philadelphia | $2.20 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- RTD Financial Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.