Redhawk Wealth Advisors
Redhawk Wealth Advisors is a Minneapolis-based, SEC-registered investment advisor that runs a B2B platform providing financial advisors and RIAs with proprietary investment management tools (OIP and Risk-Guard), an integrated tech stack, compliance, marketing, and back-office support, serving 20,000+ client accounts with $2.5B+ AUM.
- Company typePrivate
- Founded2008
- HeadquartersMinneapolis, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Redhawk Wealth Advisors does
Redhawk Wealth Advisors, Inc. is a Minneapolis-headquartered, SEC-registered investment advisor founded in 2008 by Dan Hunt. It operates a B2B platform that supplies financial advisors and RIAs with integrated operating infrastructure rather than selling directly to end investors. The firm builds and licenses two proprietary investment management products, the Open Investment Platform (OIP) for self-directed portfolio construction and the Risk-Guard™ Platform (RGP) for outsourced management to Redhawk or third-party money managers, sitting alongside an Advisor Portal that delivers household-level rebalancing, tax-loss harvesting, and out-of-tolerance trading. The technology stack integrates third-party partners Docupace (client onboarding, NIGO reduction), PreciseFP (financial planning), Redtail (CRM), Pontera (401(k)/403(b)/457/TSP account management), Bubble Graphics, and Eclipse (investment analytics and proposals), supporting 20,000+ client accounts and $2.5B+ AUM as of 12/31/2023.
The business bundles this technology with non-investment services for affiliated advisors: turn-key marketing programs via related subsidiary Redhawk Marketing Group, Inc. (seminars, webinars, lead generation, credibility content), insurance products (fixed and fixed indexed annuities, life insurance), compliance and back-office support, transition services for advisors migrating their book of business, training, and client communication resources. A Find An Advisor directory spans all 50 US states plus DC, providing the client-facing distribution channel for the affiliated advisor network. The firm is founder-led (Dan Hunt, CEO; Rick Keast, President/Chief Compliance Officer), privately held with no identified institutional capital or parent company, and is recognized in Newsweek's 2025, USA Today's 2025, and Investment News 5-star RIA 2025 rankings.
Redhawk generates revenue primarily through recurring investment advisory fees typical of an SEC-registered RIA (percentage of AUM), supplemented by insurance commissions and revenue sharing through Redhawk Marketing Group, Inc. Customer segments operate in two layers: (1) the B2B primary segment of independent financial advisors and RIAs who join the platform to gain technology, compliance, marketing, and operational support; and (2) the persona-level segments of individual investors, retirees, and small business owners served by those affiliated advisors. The firm is headquartered at 8500 Normandale Lake Blvd, Suite 960, Minneapolis, MN 55437.
Redhawk Wealth Advisors firmographics
Firmographics- Name
- Redhawk Wealth Advisors
- Legal name
- Redhawk Wealth Advisors, Inc.
- Website
- https://redhawkwa.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Redhawk Wealth Advisors is a Minneapolis-based, SEC-registered investment advisor that runs a B2B platform providing financial advisors and RIAs with proprietary investment management tools (OIP and Risk-Guard), an integrated tech stack, compliance, marketing, and back-office support, serving 20,000+ client accounts with $2.5B+ AUM.
- Ownership category
- akta.pro rank
Redhawk Wealth Advisors industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Redhawk Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Minneapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Redhawk Wealth Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Fees: Redhawk Wealth Advisors generates revenue through investment advisory fees, operating as an SEC Registered Investment Advisor. Fees are likely charged as a percentage of assets under management (AUM), typical for wealth management firms.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Redhawk Wealth Advisors product offering
Product offeringCore offering
Redhawk Wealth Advisors is an SEC Registered Investment Advisor that provides wealth management, investment advisory, and retirement plan services to individual investors, while also supplying financial advisors and RIAs with turn-key investment platforms (Open Investment Platform and Risk-Guard Platform), back-office business services, compliance support, marketing programs, and transition assistance. The firm integrates proprietary technology with hands-on advisory support to manage over $2.5 billion in client assets across more than 20,000 accounts.
Product overview
Redhawk Wealth Advisors is a financial advisory firm offering a unified platform combining two core investment management products: the Open Investment Platform (OIP) for advisors who prefer self-directed portfolio management, and the Risk-Guard™ Platform (RGP) for those outsourcing to Redhawk or third-party managers. The firm supplements its core investment offerings with integrated technology tools (Advisor Portal, PreciseFP, Docupace, Pontera), business services (401k consulting, compliance, back-office), turn-key marketing programs, transition services, communication resources, training, and insurance products—all coordinated through its Minneapolis-based platform to serve 20,000+ client accounts annually with $2.5B+ AUM.
Differentiator
Problem solved
Functional benefit
Brands
- Open Investment Platform (OIP): An open architecture investment platform to build and manage portfolios for clients.
- Risk-Guard™ Platform (RGP)
Products and services
- Open Investment Platform (OIP) Proprietary investment platform that gives financial advisors and RIAs access to Redhawk's investment solutions and back-office service support, enabling them to deliver wealth management without building infrastructure in-house.
- Risk-Guard™ Platform (RGP) Outsourced portfolio management platform that builds and manages client investment portfolios based on advisor-defined risk tolerance inputs, providing turn-key investment management for advisors and their clients.
- Advisor Portal Online platform for financial advisors that supports book-of-business management, service requests, and access to Redhawk's practice resources and communication tools.
- Business Services Operational business services for financial advisors covering back-office support, compliance assistance, and 401(k) consulting, designed to help practices scale without building internal infrastructure.
- Turn-Key Marketing Programs Pre-built marketing programs that financial advisors can deploy to grow their practices, including community and service programs, mailers, and other outreach collateral.
- Transition Services Support services that help financial advisors transition between firms or launch as independent RIAs, easing the operational and compliance burden of moving practices.
- Insurance Products Insurance solutions covering life, disability, long-term care, and annuities, provided to individual clients as part of the firm's holistic wealth and protection offering.
- Retirement Plan Services Retirement plan design, consulting, and administration for 401(k), 403(b), 457, profit sharing, defined benefit, cash balance, and solo 401(k) plans, covering approximately 275 plans administered by the firm.
Quantifiable outcome
- 20,000+ client accounts serviced annually
- +2 more outcomes
Companies that use Redhawk Wealth Advisors
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Redhawk Wealth Advisors technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature9 records
Redhawk Wealth Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- DocupacecoreTechnology integration partner providing client onboarding solutions. Docupace helps streamline the new client onboarding process, reducing manual work and NIGO (Not In Good Order) rates for advisors using the Redhawk platform.
- PreciseFPcoreFinancial planning software integration that enables advisors to streamline proposals and show how investments will react to various market cycles. Also integrated with Redtail CRM for comprehensive client data management.
- RedtailcoreCRM integration partner for managing client relationships and data. Works with PreciseFP for comprehensive financial planning and client management.
- PonteracoreThird-party integration enabling advisors to manage 401(k), 403(b), 457, and TSP accounts. Helps advisors grow their business by providing comprehensive retirement account management capabilities.
- Redhawk Marketing GroupcoreRelated marketing services entity providing turn-key marketing programs including seminars, webinars, lead generation, and credibility building services for Redhawk advisors.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Redhawk Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: Sanctuary is a smaller RIA platform that partners with breakaway advisors and provides technology, compliance, and transition support. Comparable in service model and target market to Redhawk's affiliated advisor platform, though at earlier growth stage.
- Focus Financial Partners: Focus is a leading partnership of independent wealth management firms, providing M&A, capital, and operational support to RIAs. Comparable to Redhawk's network affiliation and advisor acquisition approach, though Focus is significantly larger and PE-backed.
- Carson Group: Carson Group partners with financial advisors by providing coaching, technology, marketing, and M&A support to grow their practices. Comparable to Redhawk's turn-key marketing, transition services, and advisor-recruitment approach.
- Mercer Advisors: Mercer Advisors is a national RIA providing comprehensive wealth management, estate planning, and investment management to individuals and families. Comparable end-client offerings to Redhawk's individual investor segment.
- Kestra Financial: Kestra Financial is a PE-backed independent advisor platform offering wealth management technology, advisory solutions, and transition support to affiliated advisors. Directly comparable to Redhawk's advisor network and M&A growth strategy.
- Cetera Financial Group: Cetera operates a multi-channel independent advisor network with technology, compliance, and back-office support to thousands of affiliated financial advisors. Highly comparable to Redhawk's B2B platform model serving RIAs with turn-key solutions.
- Cambridge Investment Research: Cambridge is one of the largest privately held independent broker-dealer/RIA networks providing advisors with technology, practice management, compliance, and transition support. Closely comparable to Redhawk's affiliation and back-office services model.
- Commonwealth Financial Network: Commonwealth is an independent RIA and broker-dealer network providing practice management, technology, and back-office support to affiliated advisors. Closely comparable in scale and service offering to Redhawk's affiliated advisor model.
Broad incumbents
- LPL Financial: LPL is the largest independent broker-dealer in the US, offering advisor technology, custody, and practice management at scale. Comparable to Redhawk's broader industry role but at significantly larger scale and with broader service breadth.
Others
- Orion Advisor Solutions: Orion provides portfolio accounting, rebalancing, and advisor-facing technology used by Redhawk (per Redhawk website login to Orion). Comparable as an enabling technology provider to Redhawk's platform stack rather than as a direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Redhawk Wealth Advisors social profiles
Digital presenceRedhawk Wealth Advisors compliance and trust
Trust signalCompliance1 record
Redhawk Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Redhawk Wealth Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Redhawk Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Redhawk Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Redhawk Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Redhawk Wealth Advisors
What does Redhawk Wealth Advisors do?
Redhawk Wealth Advisors is an SEC Registered Investment Advisor that provides wealth management, investment advisory, and retirement plan services to individual investors, while also supplying financial advisors and RIAs with turn-key investment platforms (Open Investment Platform and Risk-Guard Platform), back-office business services, compliance support, marketing programs, and transition assistance. The firm integrates proprietary technology with hands-on advisory support to manage over $2.5 billion in client assets across more than 20,000 accounts.
Is Redhawk Wealth Advisors a public or private company?
Redhawk Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Redhawk Wealth Advisors founded?
Redhawk Wealth Advisors was founded in 2008. It employs 11 to 50 people.
Where is Redhawk Wealth Advisors based?
Redhawk Wealth Advisors is headquartered in Minneapolis, United States, in the North America region.
How does Redhawk Wealth Advisors make money?
One revenue line is on record: investment Advisory Fees.
Who are Redhawk Wealth Advisors's main competitors?
Direct peers on record are Sanctuary Wealth, Focus Financial Partners, Carson Group, Mercer Advisors, Kestra Financial, Cetera Financial Group, Cambridge Investment Research and Commonwealth Financial Network. LPL Financial is listed as a broad incumbent. Orion Advisor Solutions is listed as an others.
Does Redhawk Wealth Advisors have an API?
No public API is recorded for Redhawk Wealth Advisors.
What industry is Redhawk Wealth Advisors in?
Redhawk Wealth Advisors's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.