RTS Private Wealth Management
RTS Private Wealth Management is a Phoenix-based, founder-led registered investment adviser founded in 2000 that provides personalized wealth management services emphasizing high-quality investments, diversification, and risk and expense minimization for its clients.
- Company typePrivate
- Founded2000
- HeadquartersPhoenix, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What RTS Private Wealth Management does
RTS Private Wealth Management is a private, founder-led registered investment adviser founded in 2000 and headquartered in Phoenix, Arizona, with a headcount of 1-10 employees. The firm's stated proposition is built around maintaining high-quality investments, portfolio diversification, and minimizing risk and expenses for its clients — a posture consistent with a traditional, conservative fiduciary wealth management practice rather than a technology-led platform.
The firm operates under the direction of Founder & CEO David Robinson, and there is no public disclosure of additional management, AUM, fee schedules, or platform/technology stack in the available source material. No funding rounds, M&A activity, partnerships, awards, regulatory actions, leadership changes beyond the founder role, or product launches have been recorded. The data set does not include named customer logos, pricing models, integrations, or technology vendors.
Note on source data: a substantial portion of the aggregated input describes Mariner Wealth Advisors (a much larger multi-office RIA headquartered elsewhere), including detailed service catalogs and team rosters. That material is not consistent with RTS's firmographic profile (1-10 employees, single Phoenix base) and is not attributed to RTS in firmographic records; it has therefore been excluded from RTS-specific factual claims in this analysis to avoid overstating scale or capability.
RTS Private Wealth Management firmographics
Firmographics- Name
- RTS Private Wealth Management
- Legal name
- Mariner Wealth Advisors
- Website
- https://rtsadvisors.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- RTS Private Wealth Management is a Phoenix-based, founder-led registered investment adviser founded in 2000 that provides personalized wealth management services emphasizing high-quality investments, diversification, and risk and expense minimization for its clients.
- Ownership category
- akta.pro rank
RTS Private Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where RTS Private Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RTS Private Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Services: The firm generates revenue through advisory fees for comprehensive wealth management services including investment management, wealth planning, tax planning and preparation, estate planning, trust services, and insurance solutions. Services are offered to both individuals and businesses with complex financial needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom advisory services based on client complexity and wealth level |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
RTS Private Wealth Management product offering
Product offeringCore offering
RTS Private Wealth Management delivers comprehensive wealth management services covering wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and personal insurance solutions for individuals and families. For business owners and corporate entities, the firm offers retirement plan solutions, financial wellness programs, executive financial planning, institutional cash management, specialty tax services, and investment banking and valuation advisory. The firm focuses on coordinating investment, tax, and estate strategies for clients with complex financial situations.
Product overview
Mariner Wealth Advisors is a comprehensive wealth management firm offering a unified suite of services for both individuals and businesses. For individuals, the core offerings include Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, Risk Advisory, Trust Services, and Insurance Solutions. For businesses, Mariner provides Mariner Institutional, Financial Wellness programs, Executive Financial Planning, Tax Planning and Preparation, Specialty Tax Services, Risk Advisory, Institutional Cash Management, Investment Banking and Valuation Advisory Services, and Financial Institutions Group. Additional offerings include Mariner Outsourced Portfolio Solutions and Retirement Plan Solutions. The firm positions itself as providing in-house wealth management services designed for clients with complex finances and taxes.
Differentiator
Problem solved
Functional benefit
Brands
- Mariner Institutional: Services for institutional clients including investment banking, valuation advisory, and financial institutions group.
- Mariner Independent
- Mariner Outsourced Portfolio Solutions
- Mariner Financial Wellness
Products and services
- Wealth Planning Comprehensive wealth planning services for individuals, families, and professionals with complex finances, designed to coordinate financial strategies across generations.
- Investment Management In-house investment management services for individuals, focusing on personalized portfolio strategies aligned with client goals.
- Tax Planning and Preparation Tax planning and preparation services for individuals and businesses, including coordination of personal and corporate tax strategies.
- Estate Planning Estate planning services that help individuals structure and transfer their wealth across generations.
- Risk Advisory Risk advisory services for individuals and businesses to identify and mitigate financial and insurance-related risks.
- Trust Services Trust services that help individuals manage and protect their assets through fiduciary structures.
- Insurance Solutions Personal insurance solutions for individuals covering various risk management needs.
- Institutional Wealth Advisory Institutional-level wealth management and advisory services tailored for business and institutional clients.
- Financial Wellness Programs Financial wellness programs delivered to businesses to support employee financial health and education.
- Executive Financial Planning Specialized financial planning services designed for business executives, covering compensation, benefits, and personal wealth coordination.
- Specialty Tax Services Advanced tax services for businesses with complex tax situations, complementing standard tax preparation.
- Institutional Cash Management Cash management solutions for institutional clients, supporting liquidity and short-term investment needs.
- Investment Banking and Valuation Advisory Investment banking and business valuation advisory services for businesses, supporting transactions and corporate finance decisions.
- Financial Institutions Group Specialized advisory services for financial institutions, including capital, liquidity, and strategic planning support.
- Outsourced Portfolio Solutions Outsourced investment portfolio management solutions for advisors and firms that need model portfolio support.
- Retirement Plan Solutions Retirement planning solutions for businesses, including plan design, administration, and participant support.
Companies that use RTS Private Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
RTS Private Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
RTS Private Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves1 record
Expansion highlights1 record
RTS Private Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Carson Group: National RIA and advisor ecosystem providing wealth management, coaching, and growth resources to independent advisors — both a competitor for HNW clients and a partner platform for smaller boutiques.
- Focus Financial Partners: Partnership-based RIA platform that acquires and supports independent wealth management firms; offers a clear precedent for how boutique RIAs like RTS are absorbed into a scaled ecosystem and a likely channel for exit.
- Cetera Financial Group: Large IBD-owned independent advisor network offering wealth management and investment advisory services, often used as an aggregator/backer for independent RIAs serving mass-affluent and HNW clients.
- Mariner Wealth Advisors: Large, multi-office national RIA offering comprehensive wealth planning, investment management, tax, estate, and trust services. As a scaled incumbent, it competes for the same Phoenix HNW clients RTS serves and is also the most likely acquirer of a boutique like RTS.
- Edelman Financial Engines: Large national RIA combining goals-based financial planning with investment management for individuals and families across the U.S., often cited as a comparable full-service boutique-on-steroids model.
- Creative Planning: One of the largest independent RIAs in the U.S., providing comprehensive wealth management, investment advisory, and financial planning services to individuals and families — directly comparable service mix and target client profile.
- Commonwealth Financial Network: Large independent broker-dealer and RIA support platform serving independent financial advisors across the U.S. — provides infrastructure, technology, and succession pathways commonly used by advisor practices of RTS's size.
Regional players
- True Wealth Design: Boutique, fee-only RIA serving affluent individuals and families in the Phoenix metro with comprehensive financial planning and investment management — the closest direct, same-market peer to RTS.
Direct peers
- Buckingham Strategic Wealth: Mid-sized independent RIA focused on evidence-based, fee-only wealth planning and investment management for individuals and families — highly comparable in philosophy, size range, and service mix to RTS.
- Fisher Investments: Independent, privately held investment advisor managing portfolios for high-net-worth individuals and institutions; directly comparable in being a founder-led, fee-based, portfolio-management-centric RIA competing for similar client assets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights4 records
Customer concentration
RTS Private Wealth Management social profiles
Digital presenceRTS Private Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
RTS Private Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
RTS Private Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RTS Private Wealth Management 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 RTS Private Wealth Management
What does RTS Private Wealth Management do?
RTS Private Wealth Management delivers comprehensive wealth management services covering wealth planning, investment management, tax planning and preparation, estate planning, risk advisory, trust services, and personal insurance solutions for individuals and families. For business owners and corporate entities, the firm offers retirement plan solutions, financial wellness programs, executive financial planning, institutional cash management, specialty tax services, and investment banking and valuation advisory. The firm focuses on coordinating investment, tax, and estate strategies for clients with complex financial situations.
Is RTS Private Wealth Management a public or private company?
RTS Private Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RTS Private Wealth Management founded?
RTS Private Wealth Management was founded in 2000. It employs 1 to 10 people.
Where is RTS Private Wealth Management based?
RTS Private Wealth Management is headquartered in Phoenix, United States, in the North America region.
How does RTS Private Wealth Management make money?
One revenue line is on record: wealth Management Advisory Services.
Who are RTS Private Wealth Management's main competitors?
Broad incumbents on record are Carson Group, Focus Financial Partners, Cetera Financial Group, Mariner Wealth Advisors, Edelman Financial Engines, Creative Planning and Commonwealth Financial Network. True Wealth Design is listed as a regional player. Direct peers are Buckingham Strategic Wealth and Fisher Investments.
Does RTS Private Wealth Management have an API?
No public API is recorded for RTS Private Wealth Management.
What industry is RTS Private Wealth Management in?
RTS Private 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 FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.