RDA FINANCIAL NETWORK, INC.
Legal name: RDA FINANCIAL NETWORK
CRD #147309 SEC #801-69651 AKRON, IA 888-300-4975
SEC Registered Disclosures
Total AUM
$578.7M
Discretionary
$578.7M
Employees
18
Clients
11
Accounts
3,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $578.7M | $578.7M | $0 | 18 | 1,444 |
| Mar 2025 | $578.7M | $578.7M | $0 | 18 | 1,444 |
| May 2024 | $493.7M | $493.7M | $0 | 18 | 1,444 |
| Mar 2024 | $493.7M | $493.7M | $0 | 18 | 1,444 |
| Nov 2023 | $439.2M | $439.2M | $0 | 18 | 1,428 |
| Mar 2023 | $439.2M | $439.2M | $0 | 18 | 1,428 |
| Dec 2022 | $492.9M | $492.9M | $0 | 18 | 1,376 |
| Nov 2022 | $492.9M | $492.9M | $0 | 18 | 1,376 |
| Nov 2022 | $492.9M | $492.9M | $0 | 18 | 1,376 |
| Mar 2022 | $492.9M | $492.9M | $0 | 18 | 1,376 |
| Apr 2021 | $449.7M | $448.2M | $1.5M | 18 | 1,340 |
| Apr 2021 | $449.7M | $448.2M | $1.5M | 18 | 1,340 |
| Apr 2021 | $449.7M | $448.2M | $1.5M | 18 | 1,340 |
| Oct 2020 | $509.9M | $509.2M | $658.8K | 21 | 1,676 |
| Oct 2020 | $509.9M | $509.2M | $658.8K | 21 | 1,676 |
| Jun 2020 | $509.9M | $509.2M | $658.8K | 21 | 1,676 |
| Mar 2020 | $509.9M | $509.2M | $658.8K | 21 | 1,676 |
| Jul 2019 | $468.8M | $467.2M | $1.6M | 30 | 0 |
| Mar 2019 | $468.8M | $467.2M | $1.6M | 32 | 0 |
| Sep 2018 | $587.9M | $587.9M | $0 | 32 | 0 |
| Sep 2018 | $587.9M | $587.9M | $0 | 32 | 0 |
| Mar 2018 | $587.9M | $587.9M | $0 | 32 | 0 |
| Aug 2017 | $381.7M | $374.7M | $7.1M | 32 | 2,840 |
| Mar 2017 | $381.7M | $374.7M | $7.1M | 32 | 2,840 |
| Jan 2017 | $381.7M | $374.7M | $7.1M | 32 | 2,840 |
| Jul 2016 | $459.5M | $452.1M | $7.4M | 46 | 4,200 |
| Apr 2016 | $459.5M | $452.1M | $7.4M | 46 | 4,200 |
| Jun 2015 | $647.7M | $639.9M | $7.7M | 46 | 4,200 |
| Mar 2015 | $647.7M | $639.9M | $7.7M | 46 | 4,200 |
| Mar 2014 | $567.5M | $561.8M | $5.8M | 46 | 4,000 |
| Oct 2013 | $238.4M | $219.9M | $18.5M | 40 | 3,700 |
| Jul 2013 | $238.4M | $219.9M | $18.5M | 40 | 3,700 |
| May 2013 | $238.4M | $219.9M | $18.5M | 40 | 3,700 |
| May 2013 | $238.4M | $219.9M | $18.5M | 40 | 3,700 |
| Apr 2013 | $238.4M | $219.9M | $18.5M | 40 | 3,700 |
| Mar 2013 | $583.2M | $357.1M | $226.1M | 34 | 3,300 |
| May 2012 | $583.2M | $357.1M | $226.1M | 11 | 3,300 |
| Mar 2012 | $583.2M | $357.1M | $226.1M | 11 | 3,300 |
| Mar 2012 | $583.2M | $357.1M | $226.1M | 11 | 3,300 |
| Mar 2012 | $583.2M | $357.1M | $226.1M | 11 | 3,300 |
| Mar 2012 | $583.2M | $357.1M | $226.1M | 11 | 3,300 |
| Jul 2011 | $323.1M | $151.9M | $171.2M | -- | -- |
| Mar 2011 | $323.1M | $151.9M | $171.2M | -- | -- |
| Oct 2009 | $45M | $40M | $5M | -- | -- |
| Sep 2008 | $25.3M | $25.3M | $0 | 10 | -- |
DateSep 2025
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees18
Clients1,444
DateMar 2025
Total AUM$578.7M
Discretionary$578.7M
Non-Disc.$0
Employees18
Clients1,444
DateMay 2024
Total AUM$493.7M
Discretionary$493.7M
Non-Disc.$0
Employees18
Clients1,444
DateMar 2024
Total AUM$493.7M
Discretionary$493.7M
Non-Disc.$0
Employees18
Clients1,444
DateNov 2023
Total AUM$439.2M
Discretionary$439.2M
Non-Disc.$0
Employees18
Clients1,428
DateMar 2023
Total AUM$439.2M
Discretionary$439.2M
Non-Disc.$0
Employees18
Clients1,428
DateDec 2022
Total AUM$492.9M
Discretionary$492.9M
Non-Disc.$0
Employees18
Clients1,376
DateNov 2022
Total AUM$492.9M
Discretionary$492.9M
Non-Disc.$0
Employees18
Clients1,376
DateNov 2022
Total AUM$492.9M
Discretionary$492.9M
Non-Disc.$0
Employees18
Clients1,376
DateMar 2022
Total AUM$492.9M
Discretionary$492.9M
Non-Disc.$0
Employees18
Clients1,376
DateApr 2021
Total AUM$449.7M
Discretionary$448.2M
Non-Disc.$1.5M
Employees18
Clients1,340
DateApr 2021
Total AUM$449.7M
Discretionary$448.2M
Non-Disc.$1.5M
Employees18
Clients1,340
DateApr 2021
Total AUM$449.7M
Discretionary$448.2M
Non-Disc.$1.5M
Employees18
Clients1,340
DateOct 2020
Total AUM$509.9M
Discretionary$509.2M
Non-Disc.$658.8K
Employees21
Clients1,676
DateOct 2020
Total AUM$509.9M
Discretionary$509.2M
Non-Disc.$658.8K
Employees21
Clients1,676
DateJun 2020
Total AUM$509.9M
Discretionary$509.2M
Non-Disc.$658.8K
Employees21
Clients1,676
DateMar 2020
Total AUM$509.9M
Discretionary$509.2M
Non-Disc.$658.8K
Employees21
Clients1,676
DateJul 2019
Total AUM$468.8M
Discretionary$467.2M
Non-Disc.$1.6M
Employees30
Clients0
DateMar 2019
Total AUM$468.8M
Discretionary$467.2M
Non-Disc.$1.6M
Employees32
Clients0
DateSep 2018
Total AUM$587.9M
Discretionary$587.9M
Non-Disc.$0
Employees32
Clients0
DateSep 2018
Total AUM$587.9M
Discretionary$587.9M
Non-Disc.$0
Employees32
Clients0
DateMar 2018
Total AUM$587.9M
Discretionary$587.9M
Non-Disc.$0
Employees32
Clients0
DateAug 2017
Total AUM$381.7M
Discretionary$374.7M
Non-Disc.$7.1M
Employees32
Clients2,840
DateMar 2017
Total AUM$381.7M
Discretionary$374.7M
Non-Disc.$7.1M
Employees32
Clients2,840
DateJan 2017
Total AUM$381.7M
Discretionary$374.7M
Non-Disc.$7.1M
Employees32
Clients2,840
DateJul 2016
Total AUM$459.5M
Discretionary$452.1M
Non-Disc.$7.4M
Employees46
Clients4,200
DateApr 2016
Total AUM$459.5M
Discretionary$452.1M
Non-Disc.$7.4M
Employees46
Clients4,200
DateJun 2015
Total AUM$647.7M
Discretionary$639.9M
Non-Disc.$7.7M
Employees46
Clients4,200
DateMar 2015
Total AUM$647.7M
Discretionary$639.9M
Non-Disc.$7.7M
Employees46
Clients4,200
DateMar 2014
Total AUM$567.5M
Discretionary$561.8M
Non-Disc.$5.8M
Employees46
Clients4,000
DateOct 2013
Total AUM$238.4M
Discretionary$219.9M
Non-Disc.$18.5M
Employees40
Clients3,700
DateJul 2013
Total AUM$238.4M
Discretionary$219.9M
Non-Disc.$18.5M
Employees40
Clients3,700
DateMay 2013
Total AUM$238.4M
Discretionary$219.9M
Non-Disc.$18.5M
Employees40
Clients3,700
DateMay 2013
Total AUM$238.4M
Discretionary$219.9M
Non-Disc.$18.5M
Employees40
Clients3,700
DateApr 2013
Total AUM$238.4M
Discretionary$219.9M
Non-Disc.$18.5M
Employees40
Clients3,700
DateMar 2013
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees34
Clients3,300
DateMay 2012
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees11
Clients3,300
DateMar 2012
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees11
Clients3,300
DateMar 2012
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees11
Clients3,300
DateMar 2012
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees11
Clients3,300
DateMar 2012
Total AUM$583.2M
Discretionary$357.1M
Non-Disc.$226.1M
Employees11
Clients3,300
DateJul 2011
Total AUM$323.1M
Discretionary$151.9M
Non-Disc.$171.2M
Employees--
Clients--
DateMar 2011
Total AUM$323.1M
Discretionary$151.9M
Non-Disc.$171.2M
Employees--
Clients--
DateOct 2009
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees--
Clients--
DateSep 2008
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees10
Clients--