Rpa Financial, LLC
San Rafael, CA·SEC-registered · CRD #294105
Rpa Financial, LLC is an SEC-registered investment advisory firm in San Rafael, CA managing $11B across 353 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$11B
Client accounts
353
Advisory staff
4
Fee model
Fee-based
How Rpa Financial, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Rpa Financial, LLC
How much does Rpa Financial, LLC manage?
Per its most recent SEC Form ADV filing (06/29/2026), Rpa Financial, LLC reports $11B in regulatory assets under management across roughly 353 client accounts.
How does Rpa Financial, LLC charge?
Rpa Financial, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rpa Financial, LLC a fiduciary?
Yes. Rpa Financial, LLC is registered with the U.S. Securities and Exchange Commission (CRD #294105), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rpa Financial, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rpa Financial, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Rafael, CA
Profile compiled from Rpa Financial, LLC's public SEC Form ADV filing (CRD #294105, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rpa Financial, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rpa Financial, LLC? Claim this profile.