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Rosenthal Wealth Management Group

EST. AUM
$1,800,000,000

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Firm Details

Metro area Washington, DC
CRD Number
Website rosenthalwealthmanagement.com
Client types

Overview

Rosenthal Wealth Management Group operates as a wealth advisory practice within OneDigital Investment Advisors LLC. Founded in 1995 by Larry Rosenthal and based in Manassas, Virginia (with satellite offices in Baltimore, MD, and Aliquippa, PA), the firm joined OneDigital's national platform in July 2026, bringing approximately $1.8 billion in assets under management across more than 2,000 client households. The practice functions as an investment allocator and multi-generational wealth management team, delivering tailored financial planning, tax management, estate strategies, and retirement distribution models to individuals, families, pre-retirees, and small business owners. The general investment approach is education-centered and process-driven, combining long-term risk management and goal-oriented asset allocation.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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