RTD Financial Advisors, based in Philadelphia, is ranked No. 9 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $2.3 billion
Accounts Under Management: 741
Years in Business: 42
- Accepts clients in all 50 states
- Physical offices in Pennsylvania
- $500,000 minimum asset threshold
Leadership and Contact Information:
Jeff Weiand, chairman and chief executive officer
Richard Durso, president and chief financial officer
Chris Vassallo, vice president of client development
rtdfinancial.com
30 South 17th St., Suite 1620, Philadelphia, PA 19103
(215) 557-3800
