RTD Financial, based in Philadelphia, Pennsylvania, is ranked No. 63 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $2.1B
Years in Business:Â 41
Accounts Under Management: 729
Previous appearances on FA 100 List:Â 5 (No. 23 in 2023)
Principals:
Jeff Weiand, Chairman & Chief Executive Officer
Beth Davies, President
Marc Labadie, Executive Vice President
Contact:
30 S 17th Street, Suite 1620, Philadelphia, PA 19103
(215) 557-3800
