DFX Intelligence
Advisors
Advisors registered through Rwa Wealth Partners
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| John Charles Puetz | Rwa Wealth Partners independent RIA | Boston, Ma | Jul 17, 2023 | 30 y | 1 | 1 |
| Gabriel Reale | Rwa Wealth Partners independent RIA | Boston, Ma | Nov 13, 2025 | 10 y | 0 | 1 |
| Steven Edward Reder | Rwa Wealth Partners independent RIA | Boston, Ma | Feb 6, 2023 | 25 y | 4 | 1 |
| J••• C••••• R•••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 2, 2021 | 18 y | 1 | 2 |
| B•••• M••••• R•••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Dec 6, 2023 | 12 y | 1 | 1 |
| M•••••• R•••••• R•••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Jun 18, 2018 | 13 y | 0 | 1 |
| K•••• M•••• S••••• Chartered Financial Analyst | R•• W••••• P••••••• independent RIA | San Francisco, Ca | Sep 8, 2025 | 32 y | 1 | 2 |
| F•••••• J••• S•••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Dec 6, 2023 | 26 y | 1 | 1 |
| B•••••• K•••• S•••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 6, 2017 | 29 y | 4 | 1 |
| J••••• A• S•••••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Costa Mesa, Ca | Apr 15, 2026 | 18 y | 2 | 1 |
| M•••••• J•••• S•••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Dec 6, 2023 | 10 y | 1 | 2 |
| T••••••• C••••••• T••••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Dec 6, 2023 | 10 y | 1 | 2 |
| C•••••• M••••• T•••• Certified Financial Planner, Chartered Financial Analyst | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 6, 2017 | 20 y | 2 | 1 |
| S••• C••••••• T••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Dec 6, 2023 | 10 y | 1 | 1 |
| G••••••• C•••••• T••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Mar 25, 2016 | 19 y | 0 | 2 |
| J•••• W••••• V••••• | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 22, 2012 | 33 y | 2 | 1 |
| J••••••• K•••••• V••••• Certified Financial Planner, Chartered Financial Analyst | R•• W••••• P••••••• independent RIA | Boston, Ma | Nov 7, 2025 | 24 y | 4 | 1 |
| C••••••••• L••••••• W••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Jul 9, 2026 | 13 y | 3 | 1 |
| F•••••••• J••• W•••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 22, 2012 | 25 y | 1 | 2 |
| J••••• D•• W•••••• Certified Financial Planner, Chartered Financial Analyst | R•• W••••• P••••••• independent RIA | Boston, Ma | Nov 3, 2023 | 17 y | 2 | 2 |
| A•••• W•••••••• W••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Jun 4, 2019 | 13 y | 0 | 2 |
| K••• E•••••••• W•••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Nov 20, 2012 | 15 y | 0 | 2 |
| M•••••• G••••• W••••• Certified Financial Planner | R•• W••••• P••••••• independent RIA | Boston, Ma | Feb 22, 2012 | 22 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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73 advisors match.