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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Baker Street Advisors, LLC vs RWA Wealth Partners

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Baker Street Advisors, LLC is the larger of the two, with $21B in regulatory assets to $20B at RWA Wealth Partners, 5% more than its rival, by their latest Form ADV filings. RWA Wealth Partners reports more individual clients (5,951 vs 504), while Baker Street Advisors, LLC’s clients hold more on average (about $36 million each against $3.1 million). Baker Street Advisors, LLC is based in SAN Francisco, California and RWA Wealth Partners in Boston, Massachusetts.

FigureBaker Street Advisors, LLCRWA Wealth Partners
Regulatory AUM$21B$20B
National rank#47#49
HeadquartersSAN Francisco, CaliforniaBoston, Massachusetts
Individual clients5045,951
High-net-worth clients5043,545
Average client assets$36 million$3.1 million
Accounts5,39719,649
Discretionary100% of AUM98% of AUM
Employees63178
Advisory staff1563
Clients per advisory employee3494
Offices16
Form ADV filed2026-07-302026-05-27

Baker Street Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

RWA Wealth Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Baker Street Advisors, LLC or RWA Wealth Partners?

Baker Street Advisors, LLC, with $21B in regulatory assets under management against $20B at RWA Wealth Partners. Nationally they rank #47 and #49 among 5,657 independent wealth management RIAs.

How many clients do Baker Street Advisors, LLC and RWA Wealth Partners have?

Baker Street Advisors, LLC reports 504 individual clients (504 high-net-worth) with 15 advisory employees; RWA Wealth Partners reports 5,951 (3,545 high-net-worth) with 63 advisory employees.

How do Baker Street Advisors, LLC and RWA Wealth Partners charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Baker Street Advisors, LLC and RWA Wealth Partners offer?

Baker Street Advisors, LLC lists selecting other advisers, which RWA Wealth Partners does not. RWA Wealth Partners lists other services, which Baker Street Advisors, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Baker Street Advisors, LLC ↗, RWA Wealth Partners ↗. How to check a financial advisor →