RGT Wealth Advisors
RGT Wealth Advisors is a Dallas-based private wealth management firm offering investment and financial planning services to high-net-worth clients in the US Southwest, operating as an affiliate of CI Financial (now Corient).
- Company typePrivate
- Founded2009
- HeadquartersDallas, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What RGT Wealth Advisors does
RGT Wealth Advisors is a Dallas, Texas-based private wealth management firm offering investment planning and financial planning services to clients in the US Southwest. Founded in 2009 (note: firmographic data lists 1985, conflicting with the more detailed 2009 founding date in the primary source) and operating with 101-250 employees, RGT serves as a regional advisory practice serving high-net-worth and ultra-high-net-worth households through personalized wealth management, investment planning, and financial planning engagements.
The firm is an affiliate of CI Financial, a publicly traded Canadian wealth management holding company (NASDAQ: CIFC) that has been actively consolidating independent US advisory firms; CI Financial's US wealth operations have since been branded as Corient. As a wholly-owned affiliate within this ecosystem, RGT gains access to a broader platform of family office services, wealth strategy, investment management, tax services, and alternative investments marketed through the Corient network (corient.com). RGT itself does not have disclosed proprietary technology, named product modules, or API integrations in the available sources.
In November 2021, RGT executed its stated inorganic growth strategy by acquiring Odyssey Wealth Management, incorporating the target's leadership and client book to expand assets under management. Revenue mechanics are typical of the wealth advisory industry — fee-based AUM and planning retainers — but specific pricing, AUM, and revenue figures are not publicly disclosed. Leadership includes founder and Managing Director Mark Griege and CFO Craig Cardwell. The firm is a private, operating entity with no public listing and no disclosed regulatory actions.
RGT Wealth Advisors firmographics
Firmographics- Name
- RGT Wealth Advisors
- Legal name
- RGT Wealth Advisors
- Website
- https://rgtadvisors.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- RGT Wealth Advisors is a Dallas-based private wealth management firm offering investment and financial planning services to high-net-worth clients in the US Southwest, operating as an affiliate of CI Financial (now Corient).
- Ownership category
- akta.pro rank
RGT Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where RGT Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RGT Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
RGT Wealth Advisors product offering
Product offeringCore offering
RGT Wealth Advisors is a Dallas-based wealth management firm that provides investment planning and financial planning services to clients. As an affiliate of CI Financial (operating under the Corient brand), the firm delivers comprehensive wealth management solutions spanning investment management, tax services, estate planning, wealth transfer, and family office services for high-net-worth individuals and families.
Product overview
RGT Wealth Advisors, a Dallas-based wealth management firm and affiliate of CI Financial, offers wealth management services. Based on available sources, no specific named products, modules, or technology offerings are documented for RGT Wealth Advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services
Companies that use RGT Wealth Advisors
Customer profileIdeal customer profiles1 record
RGT Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
RGT Wealth Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
RGT Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: Kansas City-based RIA with national footprint providing financial planning, investment management, and tax services. Directly comparable in scale, service breadth, and acquisition-driven growth strategy.
- Beacon Pointe Advisors: Newport Beach, CA-based national RIA offering wealth management and family office services. Comparable in scale and as a multi-affiliate RIA pursuing M&A expansion.
- Carson Group: Omaha-based wealth management firm with both an advisor platform and direct advisory services. Comparable in offering a multi-channel RIA model with significant advisor affiliation growth.
- CAPTRUST: Raleigh, NC-based RIA offering investment management and financial planning to individuals and institutions. Comparable as a large, multi-office advisory firm pursuing M&A growth.
- Mariner Wealth Advisors: Overland Park, Kansas-based national RIA offering comprehensive wealth advisory and family office services. Highly comparable to RGT as a large multi-affiliate RIA pursuing aggressive M&A-led growth.
- Mercer Advisors: Denver-based national RIA with comprehensive wealth management and family office services. Comparable as a multi-affiliate platform focused on serving HNW clients with bundled services.
- Sequoia Financial Group: Akron, OH-based national RIA providing wealth management, financial planning, and tax services. Comparable as a multi-affiliate RIA built through acquisitions serving HNW clients.
Broad incumbents
- Edelman Financial Engines: One of the largest U.S. RIAs, serving mass-affluent and HNW clients with planning-led wealth management. Comparable as a large, planning-focused RIA though much larger in scale.
- Focus Financial Partners: Large partnership platform of independent RIAs (acquired by CD&R in 2023). Comparable as a scaled RIA rollup vehicle, though broader and more diversified than RGT's single-affiliate model.
- Corient (CI Financial): Parent platform of RGT Wealth Advisors, providing wealth management, family office, and investment services globally. Comparable as the parent platform that defines RGT's service offering and growth model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
RGT Wealth Advisors social profiles
Digital presenceRGT Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
RGT Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
RGT Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
RGT Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RGT Wealth Advisors M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RGT Wealth Advisors
What does RGT Wealth Advisors do?
RGT Wealth Advisors is a Dallas-based wealth management firm that provides investment planning and financial planning services to clients. As an affiliate of CI Financial (operating under the Corient brand), the firm delivers comprehensive wealth management solutions spanning investment management, tax services, estate planning, wealth transfer, and family office services for high-net-worth individuals and families.
Is RGT Wealth Advisors a public or private company?
RGT Wealth Advisors is a private company. It is classified as corporate owned and is currently operating.
When was RGT Wealth Advisors founded?
RGT Wealth Advisors was founded in 2009. It employs 101 to 250 people.
Where is RGT Wealth Advisors based?
RGT Wealth Advisors is headquartered in Dallas, United States, in the North America region.
Who are RGT Wealth Advisors's main competitors?
Direct peers on record are Creative Planning, Beacon Pointe Advisors, Carson Group, CAPTRUST, Mariner Wealth Advisors, Mercer Advisors and Sequoia Financial Group. Broad incumbents are Edelman Financial Engines, Focus Financial Partners and Corient (CI Financial).
Does RGT Wealth Advisors have an API?
No public API is recorded for RGT Wealth Advisors.
What industry is RGT Wealth Advisors in?
RGT Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.