Wealth manager, independent · Boston, MA
RWA Wealth Partners
RWA Wealth Partners, LLC · SEC-registered investment adviser · CRD 156984 · SEC 801-73098
At a glance
RWA Wealth Partners is an SEC-registered investment adviser based in Boston, Massachusetts, with $20B in regulatory assets under management as of its Form ADV filed May 27, 2026. It reports 5,951 individual clients, 3,545 of them high-net-worth, holding an average of about $3.1 million each, and 178 employees. That ranks it 49th among the nation’s 5,657 independent wealth management RIAs and 3rd of 202 in Massachusetts. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 857-255-2100rwawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $20B
- Rank among independent wealth managers
- #49 of 5,657
- Rank among all SEC RIAs
- #877 of 17,210
- Rank in Massachusetts
- #3 of 202
- Individual clients
- 5,951
- High-net-worth clients
- 3,545
- Accounts
- 19,649
- Discretionary
- 98% of AUM
- Employees
- 178
- Advisory staff
- 63
- Offices
- 6
Owners and executives on its Form ADV
- Michelle A. KnightChief Executive Officer
- Joseph E. PowersChief Investment Officer
- Kristin D. FazioChief Compliance Officer and Principal
- Donald J. MackenzieChief Financial Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
RWA Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3,545 | $17B | 88% |
| Individuals | 2,406 | $1.1B | 6% |
| Charitable organizations | 33 | $673M | 3% |
| Pension and profit sharing plans | 20 | $535M | 3% |
| Corporations or other businesses | 23 | $142M | <1% |
| State or municipal government entities | – | $2M | <1% |
Disciplinary disclosures
RWA Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗rwawealth.com ↗
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The full record on RWA Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 222 peers of its type and size
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| SCS Capital Management LLCBoston | $49B | 491 |
| Integrated Wealth Concepts LLCWaltham | $24B | 29,187 |
| Ballentine PartnersWaltham | $15B | 342 |
| CW Advisors, LLCBoston | $15B | 6,426 |
| Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston | $13B | 3,214 |
| Choate Investment AdvisorsBoston | $10B | 614 |
Compare RWA Wealth Partners with
- RWA Wealth Partners vs Integrated Wealth Concepts LLC $24B · Waltham, MA
- RWA Wealth Partners vs Baker Street Advisors, LLC $21B · SAN Francisco, CA
- RWA Wealth Partners vs Summit Trail Advisors, LLC $20B · New York, NY
- RWA Wealth Partners vs Choreo, LLC $19B · Rockford, IL
- RWA Wealth Partners vs Brighton Jones LLC $19B · Seattle, WA
Background
Questions
How much does RWA Wealth Partners manage?
RWA Wealth Partners reports $20B in regulatory assets under management across 19,649 accounts, 98% of it on a discretionary basis, on its Form ADV filed May 27, 2026.
How many clients does RWA Wealth Partners have?
It reports 5,951 individual clients: 3,545 high-net-worth individuals and 2,406 other individuals. Individuals account for about 93% of its regulatory assets.
Where is RWA Wealth Partners headquartered?
Its main office is in Boston, Massachusetts. It reports 6 offices in total and 178 employees, 63 of whom perform investment advisory functions.
How does RWA Wealth Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does RWA Wealth Partners use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed May 27, 2026, it reports these amounts held: Fidelity ($14B); Charles Schwab ($3.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is RWA Wealth Partners a hybrid RIA with a broker-dealer?
RWA Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is RWA Wealth Partners a fiduciary?
As an SEC-registered investment adviser, RWA Wealth Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is RWA Wealth Partners’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →