The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

23. RTD Financial Advisors

RTD Financial Advisors, based in Philadelphia, PA, is ranked No. 23 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2B

Years in Business: 40

Accounts Under Management: 712

Previous appearances on FA 100 List: 4 (No. 18 in 2022)

Principals:

Jeff Weiand, Chief Executive Officer

Marc Labadie, Executive Vice President

Contact:

rtdfinancial.com

30 South 17th Street, Suite 1620, Philadelphia, PA 19103

(800) 893-4725

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