RGT Wealth Advisors Employee Directory

Q: What is RGT Wealth Advisors known for?

RGT Wealth Advisors was founded in 1985. RGT Wealth Advisors operates in the Financial Services industry.

Q: How many employees does RGT Wealth Advisors have currently?

RGT Wealth Advisors has approximately 84 employees.

Financial ServicesTexas, United States51-200 Employees

CI RGT Private Wealth (formerly RGT Wealth Advisors) is an independent financial advisory firm headquartered in Dallas, Texas. We have been serving clients with the highest standards of integrity, excellence, and innovation since 1985. We are the trusted adviser for select individuals and families who desire a customized approach to their investment management and financial planning needs. We typically advise high net worth individuals such as corporate executives, professionals, business owners, professional athletes, and others.

At RGT Wealth Advisors we recognize the importance of personalized services that are specifically tailored to our client’s needs. As an independent firm, RGT Wealth Advisors does not participate in either commission or transactional compensation, nor do we sell any financial products. We involve the client in the decision making process, and above all else, we hold highly our fiduciary obligation to our clients and pledge to serve you with utmost good faith and integrity.

Find RGT Wealth Advisors employees' phone numbers or email addresses

RGT Wealth Advisors Global Highlights

North America
83

United States Of America
83

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
R. M.
Senior Vice President
Mobile Phone
Email

Contact profiles from RGT Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. B.
Investment Management Administrator
Mobile Phone
Email
Sep 09, 2025
A. D.
Office Supervisor
Mobile Phone
Email
Oct 23, 2024
D. H.
Firm Process Administrator
Mobile Phone
Email
Oct 22, 2024
H. W.
Tax Administrator
Mobile Phone
Email
United StatesPennsylvania
Apr 25, 2025
H. H.
Client Service Associate
Mobile Phone
Email
Oct 16, 2024
J. L.
Compliance Administrator
Mobile Phone
Email
United StatesTexas
Sep 11, 2024
J. G.
Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
K. W.
Account Executive
Mobile Phone
Email
Oct 17, 2024
K. P.
Board Member
Mobile Phone
Email
Oct 17, 2024
N. S.
Associate Financial Planner
Mobile Phone
Email
Oct 17, 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; 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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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