RTD FINANCIAL ADVISORS INC
CRD #110744 SEC #801-19015 PHILADELPHIA, PA 215-557-3800
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
40
Clients
--
Accounts
2,979
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.4B | $2.4B | $21.1M | 40 | 0 |
| Oct 2025 | $2.4B | $2.4B | $21.1M | 40 | 0 |
| Oct 2025 | $2.4B | $2.4B | $21.1M | 40 | 0 |
| Aug 2025 | $2.4B | $2.4B | $21.1M | 41 | 0 |
| Mar 2025 | $2.4B | $2.4B | $21.1M | 41 | 0 |
| Oct 2024 | $2.1B | $2.1B | $54.5M | 44 | 0 |
| Jul 2024 | $2.1B | $2.1B | $54.5M | 42 | 0 |
| Jul 2024 | $2.1B | $2.1B | $54.5M | 42 | 0 |
| Mar 2024 | $2.1B | $2.1B | $54.5M | 41 | 0 |
| Nov 2023 | $1.9B | $1.9B | $39.8M | 39 | 0 |
| Aug 2023 | $1.9B | $1.9B | $39.8M | 39 | 0 |
| Jun 2023 | $1.9B | $1.9B | $39.8M | 40 | 0 |
| Apr 2023 | $1.9B | $1.9B | $39.8M | 40 | 0 |
| Mar 2023 | $1.9B | $1.9B | $39.8M | 38 | 0 |
| Mar 2023 | $1.9B | $1.9B | $39.8M | 38 | 0 |
| Feb 2023 | $2.2B | $2.2B | $23.1M | 38 | 0 |
| Feb 2023 | $2.2B | $2.2B | $23.1M | 38 | 0 |
| Nov 2022 | $2.2B | $2.2B | $23.1M | 36 | 0 |
| Oct 2022 | $2.2B | $2.2B | $23.1M | 36 | 0 |
| Oct 2022 | $2.2B | $2.2B | $23.1M | 36 | 0 |
| Jul 2022 | $2.2B | $2.2B | $23.1M | 39 | 0 |
| Jun 2022 | $2.2B | $2.2B | $23.1M | 39 | 0 |
| Apr 2022 | $2.2B | $2.2B | $23.1M | 39 | 0 |
| Apr 2022 | $2.2B | $2.2B | $23.1M | 39 | 0 |
| Apr 2022 | $2.2B | $2.2B | $23.1M | 36 | 0 |
| Mar 2022 | $2.2B | $2.2B | $23.1M | 37 | 0 |
| Mar 2022 | $2.2B | $2.2B | $23.1M | 37 | 0 |
| Feb 2022 | $1.9B | $1.9B | $20.4M | 37 | 0 |
| Mar 2021 | $1.9B | $1.9B | $20.4M | 37 | 0 |
| Jun 2020 | $1.6B | $1.6B | $21M | 37 | 0 |
| Mar 2020 | $1.6B | $1.6B | $21M | 37 | 0 |
| Mar 2019 | $1.5B | $1.5B | $26.7M | 34 | 0 |
| Mar 2018 | $1.5B | $1.5B | $33.6M | 36 | 8 |
| Mar 2017 | $1.3B | $1.2B | $31.6M | 30 | 600 |
| Mar 2016 | $979.9M | $948.7M | $31.2M | 33 | 600 |
| Mar 2016 | $979.9M | $948.7M | $31.2M | 33 | 600 |
| Jan 2016 | $958.7M | $902.9M | $55.8M | 23 | 500 |
| Mar 2015 | $958.7M | $902.9M | $55.8M | 23 | 500 |
| Mar 2014 | $791.3M | $789.6M | $1.7M | 19 | 400 |
| Apr 2013 | $664.1M | $661.9M | $2.2M | 19 | 400 |
| Mar 2013 | $664.1M | $661.9M | $2.2M | 19 | 400 |
| Oct 2012 | $588.2M | $585M | $3.2M | 11 | 400 |
| Sep 2012 | $588.2M | $585M | $3.2M | 11 | 400 |
| Jun 2012 | $588.2M | $585M | $3.2M | 11 | 400 |
| Mar 2012 | $588.2M | $585M | $3.2M | 11 | 400 |
| Aug 2011 | $538.1M | $524.7M | $13.4M | -- | -- |
| Aug 2011 | $538.1M | $524.7M | $13.4M | -- | -- |
| Jan 2011 | $438.6M | $433.9M | $4.7M | -- | -- |
| May 2009 | $337.4M | $323.4M | $14M | -- | -- |
| Mar 2009 | $337.4M | $323.4M | $14M | -- | -- |
| Mar 2008 | $407.4M | $386.9M | $20.5M | -- | -- |
| Jan 2008 | $360.3M | $340M | $20.3M | -- | -- |
| Sep 2007 | $360.3M | $340M | $20.3M | -- | -- |
| Aug 2007 | $360.3M | $340M | $20.3M | -- | -- |
| Mar 2007 | $360.3M | $340M | $20.3M | -- | -- |
| Mar 2006 | $307.1M | $289.1M | $18.1M | -- | -- |
| Aug 2004 | $212.4M | $212.4M | $0 | -- | -- |
| Apr 2004 | $212.4M | $212.4M | $0 | -- | -- |
| Nov 2003 | $158.1M | $158.1M | $0 | -- | -- |
| Oct 2003 | $158.1M | $158.1M | $0 | -- | -- |
| Mar 2002 | $171.4M | $155.8M | $15.7M | 10 | -- |
DateNov 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$21.1M
Employees40
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$21.1M
Employees40
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$21.1M
Employees40
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$21.1M
Employees41
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$21.1M
Employees41
Clients0
DateOct 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$54.5M
Employees44
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$54.5M
Employees42
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$54.5M
Employees42
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$54.5M
Employees41
Clients0
DateNov 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees39
Clients0
DateAug 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees39
Clients0
DateJun 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees40
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees40
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees38
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$39.8M
Employees38
Clients0
DateFeb 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees38
Clients0
DateFeb 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees38
Clients0
DateNov 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees36
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees36
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees36
Clients0
DateJul 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees39
Clients0
DateJun 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees39
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees39
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees39
Clients0
DateApr 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees36
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees37
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$23.1M
Employees37
Clients0
DateFeb 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$20.4M
Employees37
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$20.4M
Employees37
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$21M
Employees37
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$21M
Employees37
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$26.7M
Employees34
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$33.6M
Employees36
Clients8
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$31.6M
Employees30
Clients600
DateMar 2016
Total AUM$979.9M
Discretionary$948.7M
Non-Disc.$31.2M
Employees33
Clients600
DateMar 2016
Total AUM$979.9M
Discretionary$948.7M
Non-Disc.$31.2M
Employees33
Clients600
DateJan 2016
Total AUM$958.7M
Discretionary$902.9M
Non-Disc.$55.8M
Employees23
Clients500
DateMar 2015
Total AUM$958.7M
Discretionary$902.9M
Non-Disc.$55.8M
Employees23
Clients500
DateMar 2014
Total AUM$791.3M
Discretionary$789.6M
Non-Disc.$1.7M
Employees19
Clients400
DateApr 2013
Total AUM$664.1M
Discretionary$661.9M
Non-Disc.$2.2M
Employees19
Clients400
DateMar 2013
Total AUM$664.1M
Discretionary$661.9M
Non-Disc.$2.2M
Employees19
Clients400
DateOct 2012
Total AUM$588.2M
Discretionary$585M
Non-Disc.$3.2M
Employees11
Clients400
DateSep 2012
Total AUM$588.2M
Discretionary$585M
Non-Disc.$3.2M
Employees11
Clients400
DateJun 2012
Total AUM$588.2M
Discretionary$585M
Non-Disc.$3.2M
Employees11
Clients400
DateMar 2012
Total AUM$588.2M
Discretionary$585M
Non-Disc.$3.2M
Employees11
Clients400
DateAug 2011
Total AUM$538.1M
Discretionary$524.7M
Non-Disc.$13.4M
Employees--
Clients--
DateAug 2011
Total AUM$538.1M
Discretionary$524.7M
Non-Disc.$13.4M
Employees--
Clients--
DateJan 2011
Total AUM$438.6M
Discretionary$433.9M
Non-Disc.$4.7M
Employees--
Clients--
DateMay 2009
Total AUM$337.4M
Discretionary$323.4M
Non-Disc.$14M
Employees--
Clients--
DateMar 2009
Total AUM$337.4M
Discretionary$323.4M
Non-Disc.$14M
Employees--
Clients--
DateMar 2008
Total AUM$407.4M
Discretionary$386.9M
Non-Disc.$20.5M
Employees--
Clients--
DateJan 2008
Total AUM$360.3M
Discretionary$340M
Non-Disc.$20.3M
Employees--
Clients--
DateSep 2007
Total AUM$360.3M
Discretionary$340M
Non-Disc.$20.3M
Employees--
Clients--
DateAug 2007
Total AUM$360.3M
Discretionary$340M
Non-Disc.$20.3M
Employees--
Clients--
DateMar 2007
Total AUM$360.3M
Discretionary$340M
Non-Disc.$20.3M
Employees--
Clients--
DateMar 2006
Total AUM$307.1M
Discretionary$289.1M
Non-Disc.$18.1M
Employees--
Clients--
DateAug 2004
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$158.1M
Discretionary$158.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$171.4M
Discretionary$155.8M
Non-Disc.$15.7M
Employees10
Clients--