Redhawk Wealth Advisors

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.

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

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

• Investment advisory services
• Wealth management platform
• Retirement plan services
• RIA business solutions
• Portfolio management

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. 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

Core 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

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature9 records

Partnerships

Five partnerships are on record, tiered core.

• DocupacecoreTechnology or IntegrationTechnology 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.
• PreciseFPcoreTechnology or IntegrationFinancial 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.
• RedtailcoreTechnology or IntegrationCRM integration partner for managing client relationships and data. Works with PreciseFP for comprehensive financial planning and client management.
• PonteracoreTechnology or IntegrationThird-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 GroupcoreGTM or Marketing PartnerRelated 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

Direct 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

• Instagraminstagram.com/redhawkwa
• Xx.com/redhawkwa
• Facebookfacebook.com/Redhawkwa
• LinkedInlinkedin.com/company/redhawk-wealth-advisors

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Redhawk Wealth Advisors