RTW Financial Advisors Inc

Overview

RTW Financial Advisors Inc. is an independent, privately owned registered investment adviser formed in 1991 and structured as a corporation. The firm positions itself as a multi-service advisor for both individual and family clients and select institutional relationships, combining financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers. RTW identifies as a capital allocator — it sources and directs client capital among internal and external investment solutions rather than operating primarily as a product distributor. The firm uses a flexible fee model that includes percentage-of-AUM billing alongside hourly and fixed fees and occasional commission-based arrangements. RTW is not flagged as an active ESG investor, does not identify as a multi-state adviser, and does not provide pension consulting. One of the firm’s listed advisory activities is the selection of other advisers, which underscores reliance on third-party managers for parts of client portfolios.

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Investments & Alternatives