|
⚲
|
| Keyboard |
| RPA Financial LLC
✚
|
|
|---|---|
| CRD # | 294105 |
| SEC # | 801-113540 |
| CIK # | |
| AUM | 10.88 B (2026-06-29) |
| Employees | 12 (33% Investors, 58% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 169.58 B |
|
RPA Financial LLC
✚
|
CA | 10.88 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
BNY Mellon ETF Investment Adviser LLC
✚
|
MA | 11.10 B |
|
Atria Investments Inc
✚
|
NC | 11.05 B |
|
UBS Asset Management Credit Investments Group UK Ltd
✚
|
11.05 B | |
|
Schroder Investment Management Japan Limited
✚
|
11.01 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 10.99 B |
|
Morgan Stanley Investment Management Company
✚
|
10.94 B | |
|
First Sentier Investors Singapore
✚
|
10.84 B | |
|
Loop Capital Asset Management - TCH LLC
✚
|
FL | 10.81 B |
|
Eldridge Structured Credit Advisers LLC
✚
|
NY | 10.53 B |
|
Sapphire Ventures LLC
✚
|
TX | 10.44 B |