RAA

Name

RAA

Legal name

Allworth Financial, LP

Website

https://raa.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Financial advisory services
• Wealth management
• Investment management
• Retirement planning
• Tax planning services

Headquarters

HQ city

Addison

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Advisory Services (AUM-based): The company operates as a Registered Investment Advisor providing financial advisory services. Based on the disclosed $39 billion in total assets under management and administration, revenue is generated through advisory fees typically calculated as a percentage of assets under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Allworth Airline Advisors (RAA) is the airline-community-focused division of Allworth Financial, LP, an independent registered investment advisor. The firm delivers an integrated suite of wealth management and financial planning services—including financial planning, investment management, tax planning, estate planning, insurance services, 401(k) management, airline and military benefits guidance, and survivor/incapacitation assistance—to airline industry employees and their families across the United States.

Product overview

Allworth Airline Advisors (RAA) is a financial advisory firm providing an integrated suite of wealth management services specifically designed for airline community employees. The firm operates as a unified platform offering eight interconnected core services: Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Services, Airline & Military Benefits Guidance, Survivor & Incapacitation Assistance, and 401(k) Management. These services are delivered through in-house financial experts who provide coordinated, personalized financial guidance from career entry through retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Services
• Airline & Military Benefits Guidance
• Survivor & Incapacitation Assistance
• 401(k) Management

Named customers8 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Allworth Financial: The parent RIA of which RAA / Allworth Airline Advisors is a specialized vertical division. Same fiduciary advisory model, same Allworth Financial brand, AUM combined to ~$39B; the broader Allworth platform is the most direct comparable given shared infrastructure, SEC registration, and overlapping service lines.
• Creative Planning: Large national RIA built via organic growth and acquisition, offering comprehensive wealth management including tax, estate, and investment advisory services to high-net-worth and specialized employee groups. Comparable in scale, multi-affiliate structure, and broad-service model to Allworth.
• Mariner Wealth Advisors: Independent RIA providing comprehensive wealth advisory including tax, estate, and investment management. Similar in operating model to Allworth — multi-affiliate structure, advisor-led, national scope — and a comparable Barron's Top 100 peer.
• Savant Wealth Management: Independent RIA with integrated financial planning, investment, and tax services, growing both organically and via advisor team acquisitions. Comparable to Allworth in fiduciary full-service model and target client base of HNW individuals and families.
• Hightower Advisors: National RIA built by partnering with advisor teams that retain vertical specialization. Closely comparable to Allworth's strategy of acquiring/promoting specialty practices (such as RAA) under one platform with shared compliance and operations.
• Beacon Pointe Advisors: Large independent RIA offering comprehensive wealth advisory with multi-affiliate service capabilities. Comparable scale and full-service wealth management model to Allworth, frequently appearing alongside in Barron's Top 100 RIAs.
• Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors and their clients. Comparable regulatory profile (SEC/FINRA), advisor-led service model, and presence in wealth advisory for specialized employee segments.

Broad incumbents

• Charles Schwab Wealth Management: Largest incumbent wealth advisory platform in the U.S., offering both self-directed and advisor-led services. Broadly overlaps RAA's offerings but at vastly larger scale and with much lower specialization in airline-specific compensation.
• Fidelity Wealth Management: Incumbent financial services giant offering wealth advisory, brokerage, and retirement services with significant 401(k) market share. Competes with RAA on retirement plan management but lacks airline-specific vertical expertise.
• Edward Jones: National wealth advisory firm with an extensive in-person advisor network serving individual investors, including retirement plan participants. Overlaps RAA's advisor-led model but with broader, less specialized client focus.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/airlineadvisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RAA