63. Financial RTD
The Philadelphia-based RTD Financial has been ranked No. 63 on the 2024 CNBC Financial Advisor 100 list, and it also made the FA 100 list last year.
Total AUM: $2.1B
Years in Business: 41
Accounts Under Management: 729
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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
Investing
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