Independent Advisory RGT Wealth Advisors operates as an independent, fiduciary financial advisory firm serving high net worth individuals since 1985, offering customized investment management and financial planning without commission-based products. Sales opportunity: position solutions that emphasize conflict-free guidance, holistic planning, and tailored investment strategies for affluent clients seeking transparency and fiduciary assurance.

High Net Worth Focus Target client segments include corporate executives, professionals, business owners, and athletes. Sales approach should highlight scalable wealth management, succession planning, tax efficiency, and bespoke stewardship for large estates and business interests.

Revenue Range Current revenue is in the mid tens of millions, indicating a sizable AUM footprint and potential for upsell of advisory services, expanded financial planning offerings, and diversified fee-based models to deepen wallet share with existing clients.

Growth Readiness Since rebranding from RGT Wealth Advisors to CI RGT Private Wealth and maintaining growth since 1985, there is likely appetite for enhanced technology integration, scalable operations, and partner ecosystems that can support growth without compromising fiduciary standards.

Technology Stack Utilizes WordPress, Google Analytics, Tag Manager, and cloud hosting, suggesting openness to modernization and data-driven marketing. Opportunity to offer secure client portals, digital onboarding, CRM augmentation, and analytics-driven client engagement to improve retention and acquisition.