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- Custodian
- Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-13-1983
- Office Locations
- 1
Office Locations
About RTD Financial Advisors INC
RTD Financial Advisors is a Philadelphia-based advisory firm providing personalized wealth management for individuals and families, along with investment management for nonprofits and trusts. The team partners with boards, finance committees, and trustees to build and maintain customized, high-impact investment plans aligned to client goals—no off-the-shelf solutions. Custody/platform relationships include Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD JOHN DURSO
Chief Financial Officer, President, Senior Wealth Advisor, Wealth Advisor
- CRD
- #2772293
- Ownership
- 10% but less than 25%
MARC CHARLES LABADIE
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #5126545
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Molly Wentz Baker
Financial Planner
- CRD
- #7689194
Jacob William Carroll
Senior Client Service Associate/Financial Planning Analyst
- CRD
- #8159655
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,701,427,680 | $878,227 |
| Non-Discretionary | $23,150,793 | $1,361,811 |
| Total | $2,724,578,473 | $880,885 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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