RDA Financial Network

Overview

RDA Financial Network is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration in 2008) and positions itself as a hybrid wealth manager: it provides financial planning and portfolio management for individuals, small businesses, and institutions while also operating as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm lists capital allocation among its activities and runs educational seminars and adviser-selection services. It does not identify as an active ESG investor. RDA’s client mix spans individual and family clients as well as institutional relationships. Its advisory services extend to pension consulting and selection of other advisers, and it maintains industry ties with broker-dealers, other investment advisers, accounting and law firms, and pension consultants.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices