RGT WEALTH ADVISORS, LLC
Legal name: RGT WEALTH ADVISORS
CRD #104953 SEC #801-27090 DALLAS, TX 214-360-7000
SEC Registered Private Funds
Total AUM
$5.8B
Discretionary
$5.6B
Employees
68
Clients
251
Accounts
4,575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| Nov 2022 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| May 2022 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| Apr 2022 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| Mar 2022 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| Mar 2022 | $5.8B | $5.6B | $195.4M | 68 | 8 |
| Nov 2021 | $4.9B | $4.7B | $145.8M | 60 | 10 |
| Aug 2021 | $4.9B | $4.7B | $145.8M | 60 | 10 |
| Aug 2021 | $4.9B | $4.7B | $145.8M | 60 | 10 |
| Mar 2021 | $4.9B | $4.7B | $145.8M | 57 | 10 |
| Jan 2021 | $4.3B | $4.1B | $222.6M | 56 | 8 |
| Jan 2021 | $4.3B | $4.1B | $222.6M | 56 | 8 |
| Jun 2020 | $4.3B | $4.1B | $222.6M | 56 | 8 |
| Mar 2020 | $4.3B | $4.1B | $222.6M | 56 | 8 |
| Mar 2019 | $3.9B | $3.5B | $326.5M | 55 | 6 |
| Jan 2019 | $4B | $3.6B | $445.2M | 57 | 9 |
| May 2018 | $4B | $3.6B | $445.2M | 57 | 9 |
| Mar 2018 | $4B | $3.6B | $445.2M | 57 | 9 |
| Aug 2017 | $3.9B | $3.6B | $239M | 52 | 500 |
| Mar 2017 | $3.9B | $3.6B | $239M | 52 | 500 |
| Nov 2016 | $4.4B | $3.7B | $638M | 72 | 600 |
| Aug 2016 | $4.4B | $3.7B | $638M | 72 | 600 |
| Jun 2016 | $4.4B | $3.7B | $638M | 72 | 600 |
| Jun 2016 | $4.4B | $3.7B | $638M | 72 | 600 |
| Mar 2016 | $4.4B | $3.7B | $638M | 72 | 600 |
| Jan 2016 | $3.8B | $3.1B | $692.3M | 65 | 500 |
| Sep 2015 | $3.8B | $3.1B | $692.3M | 65 | 500 |
| Aug 2015 | $3.8B | $3.1B | $692.3M | 65 | 500 |
| May 2015 | $3.8B | $3.1B | $692.3M | 65 | 500 |
| Apr 2015 | $3.8B | $3.1B | $692.3M | 65 | 500 |
| Mar 2015 | $2.3B | $1.7B | $684M | 50 | 400 |
| Sep 2014 | $2.3B | $1.7B | $684M | 50 | 400 |
| Aug 2014 | $2.3B | $1.7B | $684M | 50 | 400 |
| Jul 2014 | $2.3B | $1.7B | $684M | 50 | 400 |
| Mar 2014 | $2.3B | $1.7B | $684M | 50 | 400 |
| Feb 2014 | $2.2B | $2B | $236M | 42 | 400 |
| Jul 2013 | $2.2B | $2B | $236M | 42 | 400 |
| Apr 2013 | $2.2B | $2B | $236M | 42 | 400 |
| Mar 2013 | $2.2B | $2B | $236M | 42 | 400 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 300 |
| Mar 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2011 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2010 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2009 | $1.1B | $1.1B | $0 | -- | -- |
| Sep 2008 | $1.3B | $1.3B | $6.7M | -- | -- |
| Mar 2007 | $1.2B | $1.1B | $15M | -- | -- |
| Dec 2006 | $785.1M | $785.1M | $0 | -- | -- |
| Dec 2006 | $785.1M | $785.1M | $0 | -- | -- |
| Nov 2006 | $785.1M | $785.1M | $0 | -- | -- |
| Feb 2005 | $500M | $500M | $0 | -- | -- |
| Mar 2004 | $500M | $500M | $0 | -- | -- |
DateMar 2023
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateNov 2022
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateMay 2022
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateApr 2022
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateMar 2022
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateMar 2022
Total AUM$5.8B
Discretionary$5.6B
Non-Disc.$195.4M
Employees68
Clients8
DateNov 2021
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$145.8M
Employees60
Clients10
DateAug 2021
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$145.8M
Employees60
Clients10
DateAug 2021
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$145.8M
Employees60
Clients10
DateMar 2021
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$145.8M
Employees57
Clients10
DateJan 2021
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$222.6M
Employees56
Clients8
DateJan 2021
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$222.6M
Employees56
Clients8
DateJun 2020
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$222.6M
Employees56
Clients8
DateMar 2020
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$222.6M
Employees56
Clients8
DateMar 2019
Total AUM$3.9B
Discretionary$3.5B
Non-Disc.$326.5M
Employees55
Clients6
DateJan 2019
Total AUM$4B
Discretionary$3.6B
Non-Disc.$445.2M
Employees57
Clients9
DateMay 2018
Total AUM$4B
Discretionary$3.6B
Non-Disc.$445.2M
Employees57
Clients9
DateMar 2018
Total AUM$4B
Discretionary$3.6B
Non-Disc.$445.2M
Employees57
Clients9
DateAug 2017
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$239M
Employees52
Clients500
DateMar 2017
Total AUM$3.9B
Discretionary$3.6B
Non-Disc.$239M
Employees52
Clients500
DateNov 2016
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$638M
Employees72
Clients600
DateAug 2016
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$638M
Employees72
Clients600
DateJun 2016
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$638M
Employees72
Clients600
DateJun 2016
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$638M
Employees72
Clients600
DateMar 2016
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$638M
Employees72
Clients600
DateJan 2016
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$692.3M
Employees65
Clients500
DateSep 2015
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$692.3M
Employees65
Clients500
DateAug 2015
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$692.3M
Employees65
Clients500
DateMay 2015
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$692.3M
Employees65
Clients500
DateApr 2015
Total AUM$3.8B
Discretionary$3.1B
Non-Disc.$692.3M
Employees65
Clients500
DateMar 2015
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$684M
Employees50
Clients400
DateSep 2014
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$684M
Employees50
Clients400
DateAug 2014
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$684M
Employees50
Clients400
DateJul 2014
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$684M
Employees50
Clients400
DateMar 2014
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$684M
Employees50
Clients400
DateFeb 2014
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees42
Clients400
DateJul 2013
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees42
Clients400
DateApr 2013
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees42
Clients400
DateMar 2013
Total AUM$2.2B
Discretionary$2B
Non-Disc.$236M
Employees42
Clients400
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients300
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.7M
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$15M
Employees--
Clients--
DateDec 2006
Total AUM$785.1M
Discretionary$785.1M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$785.1M
Discretionary$785.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$785.1M
Discretionary$785.1M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees--
Clients--