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RPA FINANCIAL, LLC
CRD 294105File 801-113540
APPROVED
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.88B
Top 10% of cohort (national)
Discretionary AUM
$8.85B
Non-discretionary $2.03B
Clients
339
323 accounts
Employees
12
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 5, 2018
- Principal office
- 4340 REDWOOD HIGHWAY, SUITE B60, SAN RAFAEL, CA, 94903
- Phone
- 415-526-2753
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.88B
- Discretionary AUM
- $8.85B
- Non-discretionary AUM
- $2.03B
- Discretionary accounts
- 293
- Non-discretionary accounts
- 30
- Total accounts
- 323
- AUM per client
- $32.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 339 | $10.88B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 230 | 339 | increased by109 |
| Apr 1, 2026 | AUM | $7,991,211,685 | $10,881,431,334 | increased by$2,890,219,649 |
| Apr 1, 2026 | Accounts | 230 | 323 | increased by93 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 502 | 230 | decreased by272 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,983,320,037 | $7,991,211,685 | increased by$4,007,891,648 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 502 | 230 | decreased by272 |
| Apr 1, 2022 | Clients | 184 | 502 | increased by318 |
| Apr 1, 2022 | AUM | $13,718,214,076 | $3,983,320,037 | decreased by$9,734,894,039 |
| Apr 1, 2022 | Accounts | 184 | 502 | increased by318 |
| 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 “RPA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RPA 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.