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RPg Family Wealth Advisory, LLC

Multifamily office listing in Burlington, Massachusetts, United States.

  • SEC-registered
Regulatory AUM
$701 million
Employees
21
Clients
0
SEC CRD
158528

Independent multi-family office advisory group providing comprehensive family wealth planning and fiduciary services.

Overview

RPg Family Wealth Advisory, LLC describes itself as an independent multi-family office advisory group serving families and organizations through comprehensive wealth planning and fiduciary advice. The firm emphasizes client interests, transparency, customer service, honesty, and excellence in its fiduciary work.12

History

RPg reports that it was founded in 2011 as a wholly owned subsidiary of Risk Paradigm Group Holdings, LLC.3

The firm is registered as an investment adviser with the U.S. Securities and Exchange Commission under CRD number 158528.3

Leadership

David M. Gatti is Chief Executive Officer, Chief Investment Officer, and a founding partner. Robert McCauley is Chief Financial Officer, and Maura Dickson is Chief Compliance Officer.2

Services

RPg provides customized wealth advisory services to individuals, high net worth individuals, trusts, estates, charities, businesses, and retirement plans.3

Its services include comprehensive financial planning and consulting, discretionary and non-discretionary portfolio management, retirement plan advisory services, and selection of third-party investment managers.4

The planning process may include documented financial plans or investment policy statements, strategic asset allocation, portfolio construction, and ongoing investment supervision.3

What the firm offers

  • Investment management
  • Financial planning
  • Trust and fiduciary
  • Retirement planning

Client Focus

The firm works with families, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans seeking customized planning and investment advice.3

Approach

RPg states that it operates as a fiduciary and places client interests at the center of its advisory relationship. The firm generally uses fundamental and technical analysis and employs long-term investment strategies aligned with client goals.23

Assets and Minimums

RPg reports managing $590,320,074 in client assets as of December 31, 2023. Of that amount, $578,292,789 was managed on a discretionary basis and $12,027,285 on a non-discretionary basis.3

The firm says it generally does not impose a minimum relationship size. Financial planning fees may be hourly or fixed, with hourly fees up to $500. Investment advisory fees range from 0.25% to 1.50%.3

By the numbers

Regulatory AUM by year$0K$193M$385M$578M$771M2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158528. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$366 million$303 million$64 million
2017$405 million$327 million$79 million
2018$458 million$339 million$119 million
2019$250 million$248 million$2 million
2020$271 million$269 million$2 million
2021$340 million$330 million$10 million
2022$421 million$411 million$11 million
2023$420 million$411 million$9 million
2025$590 million$578 million$12 million
2026$701 million$687 million$14 million
Average AUM per client by year$0K$328K$657K$985K$1M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158528. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$1 million
2019$755,810
2020$812,319
2021$1 million
2022$1 million
2023$1 million
2025$1 million
2026$1 million
Clients by type (2026)Individuals404High net worth individuals133Corporations57Pension plans6
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158528. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals404
High net worth individuals133
Pension plans6
Corporations57
Employees by year061217232016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158528. As of .
Employees reported on Form ADV
YearEmployees
201619
201714
201815
201913
202012
202112
202211
202312
202521
202621

Ranks #6 of 10 SEC-registered firms in MA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158528. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Is RPg Family Wealth Advisory registered?

Yes. RPg Family Wealth Advisory is registered as an investment adviser with the U.S. Securities and Exchange Commission under CRD number 158528.3

What services does RPg provide?

RPg offers financial planning and consulting, discretionary and non-discretionary portfolio management, retirement plan advisory services, and third-party investment manager selection.4

Does RPg require a minimum account size?

The firm reports that it generally does not impose a minimum relationship size.3

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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