RTD Financial is pleased to share that our firm has once again been named to CNBC’s annual Financial Advisor 100 list. The list recognizes the top advisory firms nationally that are helping clients navigate through their financial lives, and RTD is extremely proud to have been named to the list every year since its inception.

CNBC’s ranking takes a number of factors into account, ranging from firms’ compliance record and years in business to total accounts and assets under management. This year, RTD is ranked number 23 after making through a rigorous process that included meeting CNBC’s proprietary criteria, completing a comprehensive application in regard to our practice and being verified against the SEC regulatory database.

“It’s truly an honor to be named to the FA 100 list for the fifth time,” said RTD Financial President Beth Davies. “At RTD, we believe deeply in our fiduciary responsibility to always act in our clients’ best interests on their journey to financial freedom and this ranking is great a testament to that commitment.”

CNBC’s analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database before being cut down to 812 RIAs that met CNBC’s criteria which was developed in partnership with AccuPoint Solutions. CNBC receives no compensation from placing financial advisory firms on our list. Additionally, an advisor’s appearance on our ranking does not constitute an individual endorsement by CNBC of any firm.


This rating was given in September of 2023 and was based on SEC filings compiled in the 2023 calendar year. The rating was created and tabulated by CNBC in partnership with AccuPoint Solutions.