Rosenthal Wealth Management

Wealth Managementrosenthalwealthmanagement.com

Rosenthal Wealth Management Group is an independent wealth management firm serving individuals, families, pre-retirees, retirees, business owners, federal employees, women, and military clients across the DMV region and nationally. It delivers financial, retirement, estate, tax, insurance, charitable, and stewardship planning through advisor-led relationships under the Cetera network.

Company typePrivate
Founded-
HeadquartersManassas, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Rosenthal Wealth Management does

Rosenthal Wealth Management Group is an independent, privately held wealth management firm headquartered in Manassas, Virginia, with additional offices in Baltimore, Maryland and Aliquippa, Pennsylvania. The firm is led by founder and President Larry Rosenthal and operates as a registered representative of Cetera Wealth Services and an investment adviser representative of Cetera Investment Advisers, accessing Cetera's broker-dealer, RIA, advanced planning, and investment management infrastructure. It serves individuals, families, pre-retirees, retirees, business owners, federal employees, women investors, and military clients primarily in the DC/Baltimore metro area with national reach through media syndication.

The firm delivers a comprehensive suite of wealth management services including financial planning, retirement planning, wealth management, estate and legacy planning, insurance solutions, tax planning, charitable planning, and a values-based Stewardship offering. Service delivery combines a six-step financial planning process with a multi-generational continuity model in which clients are intentionally paired with advisors of different ages. Client experience is supported by the AdviceWorks portal, eMoney financial planning tools, Albridge analytics, and NetXInvestor reporting, plus educational resources including a 130-point planning checklist, interactive financial calculators, a content library, and a monthly newsletter.

The go-to-market is sales-led and event-driven, anchored on the "Making Money Sense" radio show with Larry Rosenthal airing Saturdays on WAVA 105.1 FM and Sirius XM Channel 131, a year-round complimentary webinar series, and customized in-person seminars for corporations, churches, non-profits, and government offices. Revenue is generated through fee-based AUM advisory services, transaction commissions on securities, commissions on insurance products, and professional services fees for financial planning. Pricing is not publicly disclosed; consultations and educational programming are provided at no charge.

Rosenthal Wealth Management firmographics

Firmographics

Name: Rosenthal Wealth Management
Legal name: Rosenthal Wealth Management Group
Website: https://rosenthalwealthmanagement.com
Company type: Private
Operating status: Operating
Headcount range: 11–50 employees
Short description: Rosenthal Wealth Management Group is an independent wealth management firm serving individuals, families, pre-retirees, retirees, business owners, federal employees, women, and military clients across the DMV region and nationally. It delivers financial, retirement, estate, tax, insurance, charitable, and stewardship planning through advisor-led relationships under the Cetera network.
Ownership category
akta.pro rank

Rosenthal Wealth Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries: Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

Wealth management services
Financial planning advisory
Retirement planning services
Estate and legacy planning
Investment advisory services

Where Rosenthal Wealth Management is headquartered

Location

Headquarters

HQ city: Manassas
HQ country: United States
HQ region: North America

Offices3 records

Markets served

Rosenthal Wealth Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Investment Advisory Services: Fee-based investment advisory services provided through Cetera Investment Advisers LLC, offering personalized investment strategies and portfolio management.
Securities Transactions: Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC, generating commission revenue on investment products.
Insurance Products: Insurance solutions offered through Cetera, providing life, health, and related insurance products with commission-based compensation.
Financial Planning Services: Comprehensive financial planning covering retirement, estate, tax, charitable, and stewardship planning as part of holistic wealth management.

Pricing tiers

Model	Billing	Price
Freemium	Others	Complimentary Services
Freemium	Others	Complimentary Webinar Series

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Rosenthal Wealth Management product offering

Product offering

Core offering

Rosenthal Wealth Management Group is an independent wealth management firm that delivers comprehensive financial planning, retirement planning, investment management, estate and legacy planning, insurance solutions, tax planning, charitable planning, and stewardship services to individuals, families, pre-retirees, retirees, and business owners. The firm operates through the Cetera Financial Group network, offering securities through Cetera Wealth Services LLC and advisory services through Cetera Investment Advisers LLC, supported by client portal technology such as AdviceWorks and eMoney. Client engagement is driven by an education-first, multi-generational planning philosophy delivered through personal advisor consultations, weekly radio programming, complimentary webinars, and customized seminars.

Product overview

Rosenthal Wealth Management offers a unified wealth management service built around education and multi-generational planning. The core offering combines Financial Planning, Retirement Planning, Wealth Management, Estate & Legacy Planning, Insurance Solutions, Tax Planning, Charitable Planning, and Stewardship services delivered through a team of advisors. The firm provides the AdviceWorks platform as its primary client portal for holistic financial planning, alongside eMoney for additional financial planning capabilities, and offers educational webinars and a weekly radio show ("Making Money Sense") as complementary client engagement tools. Financial calculators provide interactive planning resources while the firm leverages Cetera's Advanced Planning Team and Investment Management for specialized expertise.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning
Retirement Planning
Wealth Management
Estate & Legacy Planning
Insurance Solutions
Tax Planning
Charitable Planning
Stewardship
Making Money Sense Radio Show
Educational Webinar Series

Companies that use Rosenthal Wealth Management

Customer profile

Segments8 records

Ideal customer profiles8 records

Rosenthal Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Rosenthal Wealth Management partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and major.

Cetera Financial GroupcoreTechnology or IntegrationCetera Financial Group is a premier national wealth hub providing scale, stability, and innovative platforms for independent firms. Provides technology, operations, compliance oversight, regulatory expertise, and specialist support teams. Registered Representative offering securities through Cetera Wealth Services, LLC (member FINRA/SIPC) and advisory services through Cetera Investment Advisers LLC.
Cetera Advanced Planning TeamcoreStrategic or Co-development PartnerTeam of tenured professionals in financial planning, insurance, lending, advisory, annuities, and alternatives. Provides tax-smart portfolio analysis, asset allocation, capital gains impact analysis, estate plans, trusts, philanthropy planning, and comprehensive tax-intelligent plans.
Cetera Investment ManagementmajorTechnology or IntegrationSEC registered investment adviser providing independent, objective research and guidance on financial markets. Delivers market perspectives, portfolio guidance, model management, and investment advice to maintain forward-looking focus on market trends and performance.
Cetera Financial Plan Design GroupmajorStrategic or Co-development PartnerDedicated planning team of two paraplanners and two CFPs with over 100 years of combined experience specializing solely in financial planning. Provides collaborative, interactive, and informative client experience with unbiased assessment free from conflict of interest.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Rosenthal Wealth Management competitors and assessment

Company assessment

Direct peers

Ronald Blue Trust: Christian-affiliated, fee-only RIA serving individuals, families, and business owners with comprehensive financial planning and stewardship-style advice. Highly comparable to Rosenthal's values-based stewardship positioning and multi-generational planning emphasis.
Commonwealth Financial Network: Independent broker-dealer/RIA serving individual practitioners and small teams. Comparable independent-RIAs-of-record model with practice management support, similar to Rosenthal's Cetera-affiliated structure.
Cetera Advisor Networks (other affiliated firms): Other independent RIAs and broker-dealer representatives affiliated with Cetera Financial Group. They share Rosenthal's broker-dealer and RIA platform, fee structure, and access to Cetera Advanced Planning — making them the most direct operating peers.
Cambridge Investment Research: Independent broker-dealer/RIA platform supporting a national network of independent financial advisors. Comparable to Rosenthal in offering independent advisory services, technology platforms, and a multi-generational planning orientation to mass-affluent clients.
Carson Group (Cetera affiliate): Large independent advisor platform that also joined Cetera. Comparable multi-advisor independent RIA model serving mass-affluent clients with holistic financial planning, but at significantly larger scale than Rosenthal.

Broad incumbents

Edward Jones: National wealth management franchise focused on mass-affluent individuals and families with retirement, education, and estate planning. Comparable customer segments and planning-led service model, but operates a vastly larger branch network.
Ameriprise Financial: National diversified financial services firm with captive advisor channel offering financial planning, investments, and insurance. Comparable comprehensive offering and target market (mass-affluent pre-retirees and retirees), but at much larger scale.
Northwestern Mutual: Large established financial services firm offering wealth management, retirement, insurance, and planning services through captive advisors. Comparable in serving individuals/families with comprehensive planning, but operates a proprietary advisor model at national scale.
Edelman Financial Engines: Large national RIA offering financial planning, investment management, and retirement advice across mass-affluent and HNW segments. Comparable comprehensive service stack and target demographic.
Fisher Investments: Large independent investment management firm serving HNW individuals, families, and institutions. Comparable independence and investment-focused service model, though with a more institutional tilt.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Rosenthal Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Rosenthal Wealth Management leadership team

Management profile

Number of profiles

Profiles11 records

Rosenthal Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Rosenthal Wealth Management M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Rosenthal Wealth Management

What does Rosenthal Wealth Management do?

Is Rosenthal Wealth Management a public or private company?

Rosenthal Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Rosenthal Wealth Management founded?

Rosenthal Wealth Management was founded in -1. It employs 11 to 50 people.

Where is Rosenthal Wealth Management based?

Rosenthal Wealth Management is headquartered in Manassas, United States, in the North America region.

How does Rosenthal Wealth Management make money?

Four revenue lines are on record. Investment Advisory Services are the primary driver. The others are securities Transactions, insurance Products and financial Planning Services.

Who are Rosenthal Wealth Management's main competitors?

Direct peers on record are Ronald Blue Trust, Commonwealth Financial Network, Cetera Advisor Networks (other affiliated firms), Cambridge Investment Research and Carson Group (Cetera affiliate). Broad incumbents are Edward Jones, Ameriprise Financial, Northwestern Mutual, Edelman Financial Engines and Fisher Investments.

Does Rosenthal Wealth Management have an API?

No public API is recorded for Rosenthal Wealth Management.

What industry is Rosenthal Wealth Management in?

Rosenthal Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.