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| RPA Financial LLC
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|
|---|---|
| CRD # | 294105 |
| SEC # | 801-113540 |
| CIK # | |
| AUM | $10.9 B (2026-06-29) |
| Employees | 12 (33% Investors, 58% Brokers) |
| Phone | 415-526-2753 |
| Address | 4340 Redwood Highway San Rafael, CA 94903 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 339 | 10.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 10.9 |
| By Discretionary | ||
| Discretionary | 293 | 8.9 |
| Non-Discretionary | 30 | 2.0 |
| Total | 323 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 323 | 10.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 169.6 |
|
RPA Financial LLC
✚
|
CA | 10.9 |
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|---|---|---|
|
BNY Mellon ETF Investment Adviser LLC
✚
|
MA | 11.1 |
|
Atria Investments Inc
✚
|
NC | 11.0 |
|
UBS Asset Management Credit Investments Group UK Ltd
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|
11.0 | |
|
Schroder Investment Management Japan Limited
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|
11.0 | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 11.0 |
|
Morgan Stanley Investment Management Company
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|
10.9 | |
|
First Sentier Investors Singapore
✚
|
10.8 | |
|
Loop Capital Asset Management - TCH LLC
✚
|
FL | 10.8 |
|
Eldridge Structured Credit Advisers LLC
✚
|
NY | 10.5 |
|
Sapphire Ventures LLC
✚
|
TX | 10.4 |