RTD FINANCIAL ADVISORS INC

CRD 110744File 801-19015

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.72B

Top 25% of cohort (national)

Discretionary AUM

$2.70B

Non-discretionary $23.2M

Clients

837

3,093 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jun 13, 1983
Principal office: 30 S. 17TH STREET, STE 1620, PHILADELPHIA, PA, 19103
Phone: 215-557-3800
Website: HTTP://WWW.RTDFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.72B
Discretionary AUM: $2.70B
Non-discretionary AUM: $23.2M
Discretionary accounts: 3,076
Non-discretionary accounts: 17
Total accounts: 3,093
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	63	$125.9M
Charitable organizations	Fewer than 5	$9.2M
High net worth individuals	494	$1.71B
Pension and profit sharing plans	53	$811.0M
Individuals (other than high net worth individuals)	225	$64.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	738	837	increased by99
Mar 1, 2026	AUM	$2,381,633,715	$2,724,578,473	increased by$342,944,758
Mar 1, 2026	Accounts	2,979	3,093	increased by114
Feb 1, 2026	Employees	40	39	decreased by1
Dec 1, 2025 vs May 1, 2025	Employees	41	40	decreased by1
May 1, 2025 vs Oct 1, 2022	Employees	39	41	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	647	738	increased by91
May 1, 2025 vs Oct 1, 2022	AUM	$2,191,561,109	$2,381,633,715	increased by$190,072,606
May 1, 2025 vs Oct 1, 2022	Accounts	2,500	2,979	increased by479
May 1, 2022	Employees	37	39	increased by2
Apr 1, 2022	Clients	621	647	increased by26
Apr 1, 2022	AUM	$1,877,021,779	$2,191,561,109	increased by$314,539,330
Apr 1, 2022	Accounts	2,456	2,500	increased by44
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RTD FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RTD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.