RTD Financial Advisors Inc
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
FINTRXOverview
RTD Financial Advisors Inc. is an independent, owner-operated registered investment adviser (SEC-registered since 1983) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers fee models that include percentage-of-AUM and fixed-fee engagements. Its advisory scope covers financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting-related work, and the selection of third-party advisers. RTD identifies as an active ESG investor and allocates capital across public funds and third-party managers. The firm has received multiple industry recognitions, including CNBC Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, 2025), FA Magazine Top RIA Firms (2020), and Financial Times Top 300 RIA Firms (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities31%
- State & Local Bonds13%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
3 of 4
Gregory Young
Chief Investment OfficerCRD 4128382
Richard Durso
Chief Financial OfficerCRD 2772293
Jeffrey Weiand
Chairman and Chief Executive OfficerCRD 1414639
Contacts
3 of 17
Rachel Moran
Vice PresidentCRD 5680934
Marc Labadie
Executive Vice PresidentCRD 5126545
Stephen Horstmann
Financial PlannerCRD 7004090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$950M in ETFs
85%
$809M
14%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $117M | 153,036 | 12.34% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 30 S 17th St
- Time zone
- ET (UTC-5)
- Office locations
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