What departments does RGT Wealth Advisors have?

RGT Wealth Advisors has employees across 10 departments including Finance, Operations, Engineering, Information Technology, Human Resources.

What is the largest department at RGT Wealth Advisors?

The largest department at RGT Wealth Advisors is Finance with 6 employees.

Where are RGT Wealth Advisors employees located globally?

RGT Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has RGT Wealth Advisors's team size changed over time?

RGT Wealth Advisors's team has decreased from approximately 22 to 15 employees based on available data.

RGT Wealth Advisors Employee Directory

Financial ServicesTexas, United States51-200 Employees

RGT Wealth Advisors, currently operating as CI RGT Private Wealth, is an independent financial advisory firm based in Dallas, Texas. Founded in 1985, it serves select individuals and families with a tailored approach to investment management and financial planning. As an independent practice, it does not earn commissions or sell financial products, and it involves clients in decisions while upholding a fiduciary duty.

Within the financial services field, it serves high net worth individuals, including corporate executives, professionals, business owners, and athletes. The firm emphasizes personalized services aligned with each client's needs. Based in Dallas, it operates within the regional wealth-management landscape.

RGT Wealth Advisors Global Highlights

North America
85

United States Of America
85

RGT Wealth Advisors's Leadership

F. M.
Chief Executive Officer
Mobile Phone
Email
J. R.
Chief Executive Officer
Mobile Phone
Email
C. R.
Chief Compliance Officer
Mobile Phone
Email
M. M.
Chief Financial Planning Officer
Mobile Phone
Email
S. O.
Chief Operations Officer
Mobile Phone
Email
A. S.
Founding Partner Chief Investment Officer
Mobile Phone
Email
C. C.
Partner
Mobile Phone
Email
N. C.
Partner & Wealth Advisor
Mobile Phone
Email

RGT Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Support
Community & Social Services
Finance
Entrepreneurship
Other
Legal

Contact profiles from RGT Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Founding Partner Chief Investment Officer
Mobile Phone
Email
Jun 03, 2026
C. R.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
C. C.
Partner
Mobile Phone
Email
Oct 23, 2024
F. M.
Chief Executive Officer
Mobile Phone
Email
Oct 21, 2024
J. R.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
M. M.
Chief Financial Planning Officer
Mobile Phone
Email
May 25, 2025
N. C.
Partner & Wealth Advisor
Mobile Phone
Email
Aug 16, 2023
S. O.
Chief Operations Officer
Mobile Phone
Email
Oct 16, 2024
R. M.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
S. D.
Assistant Vice President
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is RGT Wealth Advisors known for?

RGT Wealth Advisors was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 5950 Sherry Lane Suite 600 Dallas, Texas 75225 United States; you can contact the main corporate office by phone at

+1-214-360-****

. Explore RGT Wealth Advisors's company overview page for more information.

What is RGT Wealth Advisors's most common email format?

RGT Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RGT Wealth Advisors email formats with LeadIQ.

How many employees does RGT Wealth Advisors have currently?

RGT Wealth Advisors has approximately 84 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are RGT Wealth Advisors's key employees and leadership?

As of February 2026, RGT Wealth Advisors's key employees include:

Chief Executive Officer: F. M.
Chief Executive Officer: J. R.
Chief Compliance Officer: C. R.
Chief Financial Planning Officer: M. M.
Chief Operations Officer: S. O.

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RGT Wealth Advisors Employee Directory

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