← Tributary

RTD FINANCIAL ADVISORS INC

PHILADELPHIA, PA · CRD 110744 · IAPD ↗ · 215-557-3800

$2.72BRegulatory AUM
22Advisory reps
39Employees
0Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — RTD FINANCIAL ADVISORS INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
December 2025 — RTD FINANCIAL ADVISORS INC grew from 18 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.