RTD Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
RTD Financial Advisors reports 837 clients. They include 494 high-net-worth individuals, 225 individual clients, and 63 corporations and other businesses. Of its assets, 99.2% ($2.7B across 3,076 accounts) are managed with discretion; $23.2M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 2% |
| High-net-worth individuals | 59% | 63% |
| Pension and profit-sharing plans | 6% | 30% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 8% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $64.6M | 2.4% | $287K |
| High-net-worth individuals | 494 | $1.71B | 62.9% | $3.47M |
| Pension and profit-sharing plans | 53 | $811M | 29.8% | $15.3M |
| Charitable organizations | Fewer than 5 | $9.2M | 0.3% | $4.6M |
| Corporations and other businesses | 63 | $126M | 4.6% | $2M |
| Total | 837 | $2.72B | 100% | — |
- Clients
- 225
- Regulatory AUM
- $64.6M
- AUM share
- 2.4%
- Avg. per client
- $287K
- Clients
- 494
- Regulatory AUM
- $1.71B
- AUM share
- 62.9%
- Avg. per client
- $3.47M
- Clients
- 53
- Regulatory AUM
- $811M
- AUM share
- 29.8%
- Avg. per client
- $15.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.2M
- AUM share
- 0.3%
- Avg. per client
- $4.6M
- Clients
- 63
- Regulatory AUM
- $126M
- AUM share
- 4.6%
- Avg. per client
- $2M
Total
- Clients
- 837
- Regulatory AUM
- $2.72B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
RTD Financial Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Personal wealth management
- Fixed fee based on total wealth under advisement and complexity, from $1,500 to $30,000 per quarter ($6,000 to $120,000 a year), billed quarterly in advance.
Jeffrey Weiand is CEO; the leadership team includes President Richard Durso, Chief Investment Officer Gregory Young and Chief Operating Officer Kevin Cremi. It has 39 employees, 22 of them in advisory roles.
Staff
- 39 employees
- 22 in advisory functions
- 22 state-registered reps
- Owns 10% to 25% of RTD Financial Advisors Inc
Jeffrey Weiand
Control person · since July 2022
- Owns 10% to 25% of RTD Financial Advisors Inc
Marc Labadie
Control person · since January 2015
- Owns 10% to 25% of RTD Financial Advisors Inc
Richard Durso
Control person · since July 2013
- Owns 10% to 25% of RTD Financial Advisors Inc
Mitchell Metz
Control person · since March 2016
- Owns 5% to 10% of RTD Financial Advisors Inc
Christopher Vassallo
since March 2017
- Owns 5% to 10% of RTD Financial Advisors Inc
Rachel Moran
since April 2018
RTD Financial Advisors’ regulatory assets grew from $1.88B (March 2021) to $2.72B (February 2026); clients rose from 621 to 837 and employees from 37 to 39. In 2016, Pinnacle Financial Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $2.72B | 837 | 39 | 5 |
| Mar 2025March 2025 | $2.38B | 738 | 41 | 5 |
| Jul 2024July 2024 | $2.12B | 672 | 42 | 5 |
| Jun 2023June 2023 | $1.92B | 661 | 40 | 5 |
| Jul 2022July 2022 | $2.19B | 647 | 39 | 2 |
| Mar 2021March 2021 | $1.88B | 621 | 37 | 4 |
Firms that joined
20161 joined
- Pinnacle Financial AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, RTD Financial Advisors has 4 offices, with 5 listed addresses across 3 states.
Pennsylvania · 3 listed addresses
- 30 S. 17th Street, Ste 1620, PhiladelphiaHQ
- 101 Lindenwood Drive, Malvern
- Two Bala Plaza, Bala Cynwyd
Georgia · 1 listed address
- 303 Perimeter Center North, Atlanta
New Jersey · 1 listed address
- 10000 Lincoln Drive E, Marlton
Other business names
RTD Financial Advisors has reported 1 other business name to the SEC.
- Pinnacle Financial Advisory Group of RTD
Contact and registration details
- Legal name
- RTD Financial Advisors Inc
- Headquarters
- 30 S. 17th Street, Ste 1620, Philadelphia, PA 19103
- Website
- rtdfinancial.com
- Phone
- 215-557-3800
- @rtd-financial-advisors-inc-
- SEC file
- 801-19015
- Structure
- New Jersey corporation
- Fiscal year end
- December
RTD Financial Advisors’ named custodians for separately managed accounts are Charles Schwab ($1.81B, 78%) and John Hancock Investment Management Distributors ($500M, 22%). RTD Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.81B78%
- John Hancock Investment Management DistributorsJohn Hancock Investment Management Distributors LLC · Boston, MA · $500M22%
At year end, RTD Financial Advisors’ separately managed accounts were largely in funds (49%) and stocks (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $917M across 120 positions; the largest are iShares TR (12.4%), iShares TR (5.4%) and iShares TR (4.9%).
What the accounts hold
- Stocks31%
- Funds49%
- Bonds16%
- State and local bonds13%
- U.S. government and agency bonds3%
- Cash4%
How many clients does RTD Financial Advisors have?
RTD Financial Advisors has 837 clients and manages $2.72 billion for them, as of February 2026. They include 494 high-net-worth individuals, 225 individual clients, and 63 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does RTD Financial Advisors offer?
RTD Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does RTD Financial Advisors use?
RTD Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.81B and John Hancock Investment Management Distributors LLC (Boston, MA), with $500M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does RTD Financial Advisors have?
RTD Financial Advisors has 22 investment adviser representatives registered with state securities authorities, out of 39 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RTD Financial Advisors invest in?
At the end of its last fiscal year, RTD Financial Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 13% state and local bonds, 4% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RTD Financial Advisors?
RTD Financial Advisors’ direct owners are Jeffrey Weiand, Marc Labadie, Richard Durso, Mitchell Metz, Christopher Vassallo and Rachel Moran, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does RTD Financial Advisors get paid?
RTD Financial Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RTD Financial Advisors?
RTD Financial Advisors’ main office is at 30 S. 17th Street, Ste 1620, Philadelphia, PA 19103. Its phone number is 215-557-3800. Its website is rtdfinancial.com.