RTW FINANCIAL ADVISORS INC

RIASEC RegisteredEst. 1991

Total AUM

$581M

Discretionary

$545M

94% of AUM

Avg account

$1.1M

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 109934
Registered since: April 12, 1991
Website: rtwfinancialadvisors.com
Custodians: HILLTOP SECURITIES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI80.53%
Pension & Profit Sharing Plans11.93%
Individuals5.85%
Charitable Organizations1.69%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

RTW Financial Advisors Inc. is an independent, SEC-registered advisory firm that has been operating since 1991. The firm serves both individual and family clients as well as institutional relationships, and its owner-type is listed as individual. Service offerings emphasize traditional advisory work: financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. RTW charges a mix of fee types — percentage of AUM, hourly fees, fixed fees and commissions — and identifies itself as a capital allocator. The firm does not position itself as an active ESG investor.