Wealth manager, independent · Philadelphia, PA
RTD Financial Advisors Inc
SEC-registered investment adviser · CRD 110744 · SEC 801-19015
At a glance
RTD Financial Advisors Inc is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $2.7B in regulatory assets under management as of its Form ADV filed February 26, 2026. It reports 719 individual clients, 494 of them high-net-worth, holding an average of about $2.5 million each, and 39 employees. That ranks it 411th among the nation’s 5,657 independent wealth management RIAs and 32nd of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and John Hancock Investment Management Distributors.
Main office 215-557-3800rtdfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among independent wealth managers
- #411 of 5,657
- Rank among all SEC RIAs
- #3,006 of 17,210
- Rank in Pennsylvania
- #32 of 260
- Individual clients
- 719
- High-net-worth clients
- 494
- Accounts
- 3,093
- Discretionary
- 99% of AUM
- Employees
- 39
- Advisory staff
- 22
- Offices
- 5
Owners and executives on its Form ADV
- Jeffrey A. WeiandChairman & Chief Executive Officer
- Marc C. LabadieExecutive Vice President
- Richard J. DursoPresident/chief Financial Officer/senior Wealth Advisor
- Mitchell J. MetzSenior Vice President
- Christopher N. VassalloVice President of Client Development
- Rachel F. MoranVice President of Personal Wealth Management
- Gregory J. YoungChief Investment Officer
- Kevin J. CremiChief Compliance Officer/chief Operating Officer
- William G. LoveSenior Financial Planner
- Nicole M. OffermanVice President of Employer Retirement Plan Services
- Man-Hyung HahnDirector of Tax Planning/shareholder;
- Brent J. ZacokDirector of Financial Planning Standards/senior Financial Planner
Custody and brokerage
Broker-dealer
No broker-dealer ties
RTD Financial Advisors Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 494 | $1.7B | 63% |
| Pension and profit sharing plans | 53 | $811M | 30% |
| Corporations or other businesses | 63 | $126M | 5% |
| Individuals | 225 | $65M | 2% |
| Charitable organizations | 2 | $9M | <1% |
Disciplinary disclosures
RTD Financial Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗rtdfinancial.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Rockwood Wealth Management, LLCNew Hope | $2.9B | 918 |
| Key Financial, Inc.West Chester | $2.8B | 1,409 |
| Fragasso Financial AdvisorsSewickley | $2.8B | 2,073 |
| McAdam LLCRadnor | $2.7B | 5,538 |
| Jacobi Capital Management, LLCPittston | $2.6B | 2,900 |
| Cookson Peirce Wealth ManagementPittsburgh | $2.6B | 1,544 |
Background
Questions
How much does RTD Financial Advisors Inc manage?
RTD Financial Advisors Inc reports $2.7B in regulatory assets under management across 3,093 accounts, 99% of it on a discretionary basis, on its Form ADV filed February 26, 2026.
How many clients does RTD Financial Advisors Inc have?
It reports 719 individual clients: 494 high-net-worth individuals and 225 other individuals. Individuals account for about 65% of its regulatory assets.
Where is RTD Financial Advisors Inc headquartered?
Its main office is in Philadelphia, Pennsylvania. It reports 5 offices in total and 39 employees, 22 of whom perform investment advisory functions.
How does RTD Financial Advisors Inc charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does RTD Financial Advisors Inc use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and John Hancock Investment Management Distributors. On Schedule D of its Form ADV filed February 26, 2026, it reports these amounts held: Charles Schwab ($1.8B); John Hancock Investment Management Distributors ($500M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is RTD Financial Advisors Inc a hybrid RIA with a broker-dealer?
RTD Financial Advisors Inc reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is RTD Financial Advisors Inc a fiduciary?
As an SEC-registered investment adviser, RTD Financial Advisors Inc owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is RTD Financial Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →