RTW FINANCIAL ADVISORS INC
CRD #109934 SEC #801-38676 DALLAS, TX 972-960-1212
SEC Registered
Total AUM
$508.5M
Discretionary
$478.3M
Employees
11
Clients
10
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $508.5M | $478.3M | $30.2M | 11 | 2 |
| Mar 2024 | $472M | $442.2M | $29.9M | 11 | 2 |
| Mar 2023 | $464.1M | $437.8M | $26.3M | 12 | 2 |
| Mar 2022 | $382.8M | $366M | $16.8M | 12 | 2 |
| Dec 2021 | $345M | $327.1M | $17.9M | 13 | 4 |
| Mar 2021 | $345M | $327.1M | $17.9M | 13 | 4 |
| Jun 2020 | $307.4M | $293.5M | $13.9M | 12 | 3 |
| Mar 2020 | $307.4M | $293.5M | $13.9M | 12 | 3 |
| Mar 2019 | $278.3M | $235.1M | $43.2M | 11 | 3 |
| Mar 2018 | $285.6M | $232.3M | $53.3M | 13 | 3 |
| Mar 2017 | $253M | $228M | $25M | 11 | 26 |
| Mar 2016 | $240.1M | $216.1M | $24M | 11 | 26 |
| Mar 2015 | $280.7M | $207.7M | $73M | 10 | 26 |
| Mar 2014 | $170.3M | $154.1M | $16.2M | 10 | 26 |
| Mar 2013 | $191M | $132.6M | $58.4M | 11 | 26 |
| Mar 2012 | $317M | $157M | $160M | 11 | 126 |
| Mar 2011 | $150M | $125M | $25M | -- | -- |
| Mar 2008 | $161M | $123M | $38M | 10 | -- |
| Mar 2007 | $149.5M | $149.5M | $0 | 10 | -- |
| Mar 2006 | $135.9M | $135.9M | $0 | 10 | -- |
| Sep 2005 | $157M | $132M | $25M | 10 | -- |
| Jan 2004 | $181M | $180M | $1M | 10 | -- |
| May 2002 | $180M | $179.7M | $350K | 10 | -- |
| Apr 2002 | $125M | $124.7M | $350K | 10 | -- |
DateMar 2025
Total AUM$508.5M
Discretionary$478.3M
Non-Disc.$30.2M
Employees11
Clients2
DateMar 2024
Total AUM$472M
Discretionary$442.2M
Non-Disc.$29.9M
Employees11
Clients2
DateMar 2023
Total AUM$464.1M
Discretionary$437.8M
Non-Disc.$26.3M
Employees12
Clients2
DateMar 2022
Total AUM$382.8M
Discretionary$366M
Non-Disc.$16.8M
Employees12
Clients2
DateDec 2021
Total AUM$345M
Discretionary$327.1M
Non-Disc.$17.9M
Employees13
Clients4
DateMar 2021
Total AUM$345M
Discretionary$327.1M
Non-Disc.$17.9M
Employees13
Clients4
DateJun 2020
Total AUM$307.4M
Discretionary$293.5M
Non-Disc.$13.9M
Employees12
Clients3
DateMar 2020
Total AUM$307.4M
Discretionary$293.5M
Non-Disc.$13.9M
Employees12
Clients3
DateMar 2019
Total AUM$278.3M
Discretionary$235.1M
Non-Disc.$43.2M
Employees11
Clients3
DateMar 2018
Total AUM$285.6M
Discretionary$232.3M
Non-Disc.$53.3M
Employees13
Clients3
DateMar 2017
Total AUM$253M
Discretionary$228M
Non-Disc.$25M
Employees11
Clients26
DateMar 2016
Total AUM$240.1M
Discretionary$216.1M
Non-Disc.$24M
Employees11
Clients26
DateMar 2015
Total AUM$280.7M
Discretionary$207.7M
Non-Disc.$73M
Employees10
Clients26
DateMar 2014
Total AUM$170.3M
Discretionary$154.1M
Non-Disc.$16.2M
Employees10
Clients26
DateMar 2013
Total AUM$191M
Discretionary$132.6M
Non-Disc.$58.4M
Employees11
Clients26
DateMar 2012
Total AUM$317M
Discretionary$157M
Non-Disc.$160M
Employees11
Clients126
DateMar 2011
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees--
Clients--
DateMar 2008
Total AUM$161M
Discretionary$123M
Non-Disc.$38M
Employees10
Clients--
DateMar 2007
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$135.9M
Discretionary$135.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$157M
Discretionary$132M
Non-Disc.$25M
Employees10
Clients--
DateJan 2004
Total AUM$181M
Discretionary$180M
Non-Disc.$1M
Employees10
Clients--
DateMay 2002
Total AUM$180M
Discretionary$179.7M
Non-Disc.$350K
Employees10
Clients--
DateApr 2002
Total AUM$125M
Discretionary$124.7M
Non-Disc.$350K
Employees10
Clients--