RIA Intel›Advisers›California›R-TECH ADVISORS, INC.

R-TECH ADVISORS, INC.

Advisory

WOODLAND HILLS, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,246
of 5,480 advisers by AUM
Average account
$759K
across 81 accounts
AUM per adviser
$31M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$62M
Discretionary %
29.9%
Clients
89
Employees
7

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$18M
Non-Discretionary AUM$43M
Discretionary %29.9%
Total Clients89
Team
Total Employees7
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SAGEVEST FINANCIAL ADVISORS, LLC
NEWPORT BEACH, CA
$62M
REFRESH INVESTMENTS LLC
SANTA MONICA, CA
$62M
MILLER GARY EDGAR
$61M
-26.9% 1Y
SACKETT PAUL EDMUNDS JR
LARKSPUR, CA
$62M
+1.5% 1Y
ASSET STRATEGIES & MANAGEMENT INC
CAMPBELL, CA
$61M
-25.4% 1Y
ABACUS PORTFOLIOS, LLC
PACIFIC PALISADES, CA
$61M
-9.7% 1Y

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