RTD FINANCIAL ADVISORS INC

CRD 110744File 801-19015

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Aug 17, 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: HTTPS://WWW.LINKEDIN.COM/COMPANY/RTD-FINANCIAL-ADVISORS-INC-/

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
Aug 12, 2026	Registration	—	APPROVED

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.