RWA WEALTH PARTNERS

RIASEC RegisteredEst. 2012

Total AUM

$19.8B

Discretionary

$19.4B

98% of AUM

Avg account

$1M

Accounts

19,649

Employees

178

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 156984
Registered since: January 20, 2012
Website: www.adviserinvestments.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.52%
Individuals5.66%
Charitable Organizations3.4%
Pension & Profit Sharing Plans2.7%
Corporations / Businesses0.72%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

RWA Wealth Partners is an independent registered investment adviser formed in 2012 and organized as an LLC. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning and portfolio management specifically geared to individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. RWA functions as a capital allocator and is active on ESG considerations, incorporating environmental, social, or governance factors into its investment process. The firm maintains several industry roles beyond advisory work — including affiliations as an investment adviser or commodity pool/CTA, as well as involvement as a sponsor or general partner of pooled investment vehicles. RWA has been recognized repeatedly by publications over recent years, appearing on lists published by Barron’s, Forbes, FA Magazine and Citywire between 2020 and 2025.