DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Rwa Wealth Partners

Independent wealth managerBoston, MassachusettsCRD 156984SEC 801-73098website IAPD

Legal name Rwa Wealth Partners, LLC

Latest filing May 27, 2026

First filing on the tape Jan 26, 2012 · 43 filings

SEC status approved since Jan 20, 2012

RAUM

$20B

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

93%

$18B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$271M

derived; firm RAUM over IAPD count

Employees

178

63 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

43 filings and snapshots on the tape

RAUM$20B as of May 27, 2026

Mar 27, 2013$1.6B then

HNW client RAUM$17B as of May 27, 2026

Mar 29, 2018$4.2B then

State-registered IARs (5.B.3)66 as of May 27, 2026

Mar 27, 201319 then

Employees (5.A)178 as of May 27, 2026

Mar 27, 201345 then

Private funds: no history

RAUM +15% over the last fiscal year+46% a year over threeIARs 69 to 66offices 7 to 5

Practice profile

derived from the filing of May 27, 2026; every figure names its basis

Archetypes, each a printed rule

Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $271MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 82derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $4.9MderivedHNW RAUM over HNW clients
Average account: $1.0MderivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 6.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.4derivedItem 5.A over advisors
Advisors per office: 12.2derived6 offices incl. principal (1.F.5)
RAUM growth, one year: +15%derivedbetween the last two annual amendments
Advisor growth, one year: -4.3%derivedItem 5.B.3 between annual amendments
Client growth, one year: -1.9%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, otherreportedItem 5.G
Financial planning clients: 2,000reportedItem 5.H
Custody: $8.9B, 2,740 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$17B88%
Individuals$1.1B5.7%
Charitable organizations$673M3.4%
Pension and profit-sharing plans$535M2.7%
Corporations and businesses$142M0.7%
State and municipal entities$1.6M0.0%

Individual clients: 2,406reported
HNW clients: 3,545reported
Pension plan clients: 20reported
Charitable clients: 33reported
Accounts: 19,649reported
Financial planning clients: 2,000reported
Wrap fee programs: noreported
Custody of client assets: $8.9B for 2,740 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived

Advisors registered through the firm

73 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Joshua Webster Jones	Boston, Ma	Feb 17, 2012	27 y	4
Christopher Michael HaganChartered Financial Consultant	Boston, Ma	Feb 17, 2012	23 y	4
Frederick John WintersCertified Financial Planner	Boston, Ma	Feb 22, 2012	25 y	1
Elizabeth Stone Kesselman	Boston, Ma	Feb 22, 2012	28 y	4
James Wesley Verity	Boston, Ma	Feb 22, 2012	33 y	2
Christopher John Keith	Boston, Ma	Feb 22, 2012	34 y	4
Matthew Gerard WyllieCertified Financial Planner	Boston, Ma	Feb 22, 2012	22 y	1
John Kennedy	Boston, Ma	Feb 29, 2012	27 y	2
Kari Elizabeth WolfsonCertified Financial Planner	Boston, Ma	Nov 20, 2012	15 y	0
David Joseph MastroianniCertified Financial Planner	Boston, Ma	Oct 20, 2014	15 y	0
Megan Colleen Higgins	Boston, Ma	Mar 2, 2015	18 y	0
Dina Hamdy MilneCertified Financial Planner	Boston, Ma	Mar 2, 2015	12 y	0
Ryan F. Christensen	Boston, Ma	Sep 15, 2015	15 y	0
Geoffrey Charles Turner	Boston, Ma	Mar 25, 2016	19 y	0
Charles Morton TooleCertified Financial Planner, Chartered Financial Analyst	Boston, Ma	Feb 6, 2017	20 y	2
Stephen Ellsworth JohnsonCertified Financial Planner	Boston, Ma	Feb 6, 2017	27 y	3
Bradley Keith SharpCertified Financial Planner	Boston, Ma	Feb 6, 2017	29 y	4
Judith Diane LudwigCertified Financial Planner	Boston, Ma	Feb 6, 2017	38 y	1
David Alan FontainePersonal Financial Specialist	Boston, Ma	Feb 6, 2017	25 y	2
Michael Raymond Russo	Boston, Ma	Jun 18, 2018	13 y	0
Joshua Sonenberg Jurbala	Boston, Ma	Aug 6, 2018	13 y	1
Diana Portlock LinnCertified Financial Planner	Boston, Ma	Aug 30, 2018	18 y	0
Ryan William O'Shaughnessy	Boston, Ma	Feb 11, 2019	12 y	1
Alden Wakefield WitmanCertified Financial Planner	Boston, Ma	Jun 4, 2019	13 y	0
Andrew Joseph BusaCertified Financial Planner	Boston, Ma	Nov 21, 2019	12 y	1
Nikhil Patil Kyathappala	Boston, Ma	Feb 27, 2020	10 y	0
John Connor RonanCertified Financial Planner	Boston, Ma	Feb 2, 2021	18 y	1
Francis J LeeCertified Financial Planner	Boston, Ma	May 11, 2021	31 y	3
Kristen Marie Manjikian	Boston, Ma	Sep 22, 2021	18 y	1
Michael DillaireCertified Financial Planner	Boston, Ma	Feb 15, 2022	10 y	0
Steven Edward Reder	Boston, Ma	Feb 6, 2023	25 y	4
Cody Allen CarlsonCertified Financial Planner	Chicago, Il	Mar 30, 2023	10 y	2
Matthew Steven DakoyannisCertified Financial Planner	Boston, Ma	Apr 19, 2023	12 y	0
Ryan DrewsCertified Financial Planner	Troy, Mi	Apr 20, 2023	20 y	7
Jeff Jacob MenningCertified Financial Planner	Costa Mesa, Ca	Jun 14, 2023	29 y	5
John Charles Puetz	Boston, Ma	Jul 17, 2023	30 y	1
Jeremy Dee WitbeckCertified Financial Planner, Chartered Financial Analyst	Boston, Ma	Nov 3, 2023	17 y	2
Stephen In Hee LeeCertified Financial Planner	Costa Mesa, Ca	Nov 3, 2023	24 y	9
Francis John Sennott	Boston, Ma	Dec 6, 2023	26 y	1
Shruti BansalChartered Financial Analyst	Boston, Ma	Dec 6, 2023	23 y	1

All 73 advisors at Rwa Wealth Partners

Advisor movement

2 left, 8 joined in 12 months

net +6 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 2.7% of current headcount18 left over 36 months

Left, latest

Laura A. Hearn to Citrin Cooperman Wealth Management, LLC
May 11, 2026 · RIA to RIA
Ryan Christopher Collette to Ep Wealth Advisors
Oct 1, 2025 · RIA to RIA
Matthew Theodore Shumaker to Gw&K Investment Management, LLC
Aug 19, 2025 · RIA to RIA
Christopher John Brady to Kayne Anderson Rudnick Investment Management, LLC
Jul 25, 2025 · Other
Gregory Wood Evans to F L Putnam Investment Management Co.
Apr 16, 2025 · RIA to RIA
Wander Antonio Cedano to Golden Foundation Advisors
Apr 16, 2025 · RIA to a state-registered adviser
Russell Boyce Albright to Sovran Advisors, LLC
Apr 15, 2025 · RIA to RIA
Margery Anne Neis to Sovran Advisors, LLC
Mar 11, 2025 · RIA to RIA
Alexander Stephen Lapointe to Crestwood Advisors
Nov 22, 2024 · RIA to RIA
Paul Mankarious to Mariner
Oct 2, 2024 · RIA to affiliated broker-dealer or bank
Christopher Brian Thom to Sequoia Financial Group, L.L.C.
May 6, 2024 · RIA to RIA
Elena Song to Destination Wealth Management
Apr 9, 2024 · RIA to RIA
Kathryn Smith Banis to Creative Planning
Feb 15, 2024 · RIA to RIA
Michael James Kreza to Northcoast Asset Management LLC
Dec 19, 2023 · RIA to RIA
Jonathan Beck Schooley to Charles Schwab & Co., Inc.
Dec 19, 2023 · RIA to affiliated broker-dealer or bank

Joined, latest

Christopher Laurence Watson from Mai Capital Management, LLC
Jul 9, 2026 · RIA to RIA
Silas Marley Hill from Farther
May 21, 2026 · RIA to RIA
Joseph A Silverman from Schwab Wealth Advisory, Inc.
Apr 15, 2026 · Other
Patrick Charles Hannon from Planning Alternatives Ltd
Mar 25, 2026 · RIA to RIA
Jeffrey Abraham Beshansky from Cibc Private Wealth Advisors, Inc.
Jan 13, 2026 · Affiliated broker-dealer or bank to independent RIA
Sydnee Goodeaux from Heritage Financial Services
Dec 10, 2025 · RIA to RIA
Jennifer Kleimon Votano from Citizens Private Wealth
Nov 7, 2025 · Affiliated broker-dealer or bank to independent RIA
Evelyn Pepe from Citizens Securities, Inc.
Nov 7, 2025 · Affiliated broker-dealer or bank to independent RIA
Karen Marie Schmid from Moirai Wealth Management LLC
Sep 8, 2025 · RIA to RIA
Catherine Ocampo from Empower Advisory Group, LLC
Jul 10, 2025 · Affiliated broker-dealer or bank to independent RIA
Olivia Mae Allen from J.P. Morgan Securities LLC
Jun 26, 2025 · Wirehouse to independent RIA
Jeremy A Lehrer from Charles Schwab & Co., Inc.
Jan 16, 2025 · Affiliated broker-dealer or bank to independent RIA
Matthew Philip Erickson from Polaris Wealth Advisory Group
Nov 18, 2024 · RIA to RIA
Matthew Don Batzel from Polaris Wealth Advisory Group
Aug 28, 2024 · RIA to RIA
Gregory Wood Evans from Fidelity Personal And Workplace Advisors
Feb 7, 2024 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

11 joined from Ropes Wealth Advisors
Nov 29, 2023 · Boston, Ma · Firm absorbed
8 joined from Polaris Wealth Advisory Group
Nov 7, 2023 · San Rafael, Ca
3 joined from Polaris Wealth Advisory Group
Nov 7, 2023 · Troy, Mi
2 joined from Polaris Wealth Advisory Group
Nov 7, 2023 · Addison, Tx
3 joined from Polaris Wealth Advisory Group
Nov 6, 2023 · Chicago, Il
7 joined from Braver Wealth Management, LLC
Feb 21, 2017 · Needham, Ma · Firm absorbed
3 joined from Adviser Investments Acquisition Co LLC
Dec 7, 2016 · Newton, Ma · Firm absorbed

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Dibarnaba Kristin Fazio · Chief Compliance Officer And Principalcontrol
since 06/2024 · owns less than 5%
Ann Michelle Knight · Chief Executive Officercontrol
since 06/2024 · owns less than 5%
James Donald Mackenzie · Chief Financial Officercontrol
since 08/2024 · owns less than 5%
Guy Matthew Hamilton · Managercontrol
since 12/2020 · owns F of Ai Holdings Gp, LLC
Hale James Lowell · Managercontrol
since 08/2021 · owns F of Ai Holdings Gp, LLC
Philip Daniel Wiener · Managercontrol
since 12/2020 · owns F of Ai Holdings Gp, LLC
Krishna Vamsi Yadlapati · Managercontrol
since 04/2021 · owns F of Ai Holdings Gp, LLC
Edmund Joseph Powers · Chief Investment Officer
since 01/2024 · owns less than 5%

Entity owners

Ai Intermediate, LLC · Managing Member
direct · owns 75% or more
Ai Holdings Gp, LLC · General Partner
indirect · owns F of Sp-Ai Holdings, L.P.
Ai Parent, LLC · Managing Member
indirect · owns F of Ai Intermediate, LLC
Sp-Ai Holdings, L.P. · Managing Member
indirect · owns F of Ai Parent, LLC
Summit Master Company, LLC · General Partner
indirect · owns F of Summit Partners, L.P.
Summit Partners Ge X, LLC · General Partner
indirect · owns F of Summit Partners Ge X, LP
Summit Partners Ge X, LP · General Partner
indirect · owns F of Summit Partners Growth Equity Fund X-A, L.P.
Summit Partners Growth Equity Fund X-A, L.P. · Limited Partner
indirect · owns 25% to 50% of Sp-Ai Holdings, L.P.
Summit Partners, L.P. · Member
indirect · owns F of Summit Partners Ge X, LLC

Related persons

Schedule D 7.A

Brenda Diana
y
Martin Hall
y

Advisers that list Rwa Wealth Partners as a related person

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Boston, Ma · principal	72	11	0
Troy, Mi	3	0	0
Costa Mesa, Ca	3	1	1
Houston, Tx	2	0	0
Chicago, Il	2	1	1
San Francisco, Ca	2	1	0
Newton, Ma	0	0	0
Fort Worth, Tx	0	0	0
Addison, Tx	0	0	0

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 3 since 2015, 0 in 24 monthsderived
Advisors acquired: 21derived
Still registered after 90 days: 100% of 21derived
After 180 days: 95% of 21derived
After 365 days: 90% of 21derived
After 730 days: 90% of 21derived
Team lift-outs after: 0derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Boston, MA11 employees
Chicago, IL3 employees
Costa Mesa, CA3 employees
Houston, TX3 employees
Southlake, TX3 employees
San Rafael, CA3 employees
Troy, MI2 employees
Traverse City, MI1 employees
, 1 employees

ADV anomalies

5 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing May 27, 2026
MACKENZIE, DONALD, JAMES (CHIEF FINANCIAL OFFICER) appeared on Schedule A between the filings of 2024-06-14 and 2026-05-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing May 27, 2026
WIENER, DANIEL, PHILIP (MANAGER) left Schedule A between the filings of 2024-06-14 and 2026-05-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing May 27, 2026
LOWELL, JAMES, HALE (MANAGER) left Schedule A between the filings of 2024-06-14 and 2026-05-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing May 27, 2026
Hamilton, Matthew, Guy (MANAGER) left Schedule A between the filings of 2024-06-14 and 2026-05-27
peers: independent wealth managers, $5B to $20B (289)
control person changedChange between filings · filing May 27, 2026
Yadlapati, Vamsi, Krishna (MANAGER) left Schedule A between the filings of 2024-06-14 and 2026-05-27
peers: independent wealth managers, $5B to $20B (289)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 19,490 to 19,649
Oct 30, 2025 to Mar 31, 2026
Advisory employees · 67 to 63
Oct 30, 2025 to Mar 31, 2026
Charity clients · 32 to 33
Oct 30, 2025 to Mar 31, 2026
HNW clients · 3,347 to 3,545
Oct 30, 2025 to Mar 31, 2026
Individual clients · 2,719 to 2,406
Oct 30, 2025 to Mar 31, 2026
Pension plan clients · 28 to 20
Oct 30, 2025 to Mar 31, 2026
Assets in custody · $5.2B to $8.9B
Oct 30, 2025 to Mar 31, 2026
Employees · 181 to 178
Oct 30, 2025 to Mar 31, 2026
State-registered IARs · 69 to 66
Oct 30, 2025 to Mar 31, 2026
Other offices · 6 to 5
Oct 30, 2025 to Mar 31, 2026
Discretionary RAUM · $17B to $19B
Oct 30, 2025 to Mar 31, 2026
HNW RAUM · $15B to $17B
Oct 30, 2025 to Mar 31, 2026
Individual RAUM · $1.2B to $1.1B
Oct 30, 2025 to Mar 31, 2026
Non-discretionary RAUM · $362M to $395M
Oct 30, 2025 to Mar 31, 2026
Pension RAUM · $548M to $535M
Oct 30, 2025 to Mar 31, 2026
RAUM · $17B to $20B
Oct 30, 2025 to Mar 31, 2026
HQ city · NEWTON to BOSTON
Mar 31, 2025 to Oct 30, 2025
Other offices · 7 to 6
Mar 31, 2025 to Oct 30, 2025
Accounts · 19,495 to 19,490
Jun 14, 2024 to Mar 31, 2025
Advisory employees · 71 to 67
Jun 14, 2024 to Mar 31, 2025
Advisory activities · 4 to 3
Jun 14, 2024 to Mar 31, 2025
Charity clients · 24 to 32
Jun 14, 2024 to Mar 31, 2025
Corporate clients · 106 to 23
Jun 14, 2024 to Mar 31, 2025
HNW clients · 2,984 to 3,347
Jun 14, 2024 to Mar 31, 2025
Individual clients · 3,290 to 2,719
Jun 14, 2024 to Mar 31, 2025
Pension plan clients · 29 to 28
Jun 14, 2024 to Mar 31, 2025
Assets in custody · $6.1B to $5.2B
Jun 14, 2024 to Mar 31, 2025
Employees · 189 to 181
Jun 14, 2024 to Mar 31, 2025
Financial planning clients · More than 500 to More than 500
Jun 14, 2024 to Mar 31, 2025
State-registered IARs · 71 to 69
Jun 14, 2024 to Mar 31, 2025
Other offices · 9 to 7
Jun 14, 2024 to Mar 31, 2025
Discretionary RAUM · $15B to $17B
Jun 14, 2024 to Mar 31, 2025
HNW RAUM · $10B to $15B
Jun 14, 2024 to Mar 31, 2025
Individual RAUM · $3.7B to $1.2B
Jun 14, 2024 to Mar 31, 2025
Non-discretionary RAUM · $317M to $362M
Jun 14, 2024 to Mar 31, 2025
Pension RAUM · $485M to $548M
Jun 14, 2024 to Mar 31, 2025
RAUM · $15B to $17B
Jun 14, 2024 to Mar 31, 2025
Assets in custody · $6.8B to $6.1B
Mar 30, 2024 to Jun 14, 2024
Other offices · 10 to 9
Mar 30, 2024 to Jun 14, 2024
Accounts · 20,276 to 19,495
Feb 15, 2024 to Mar 30, 2024

Signals

55 dated events

Laura A. Hearn left Rwa Wealth Partners for Citrin Cooperman Wealth Management, Llc (registered 2026-06-30)
May 11, 2026 · Advisor changed firm · fact
Ryan Christopher Collette left Rwa Wealth Partners for Ep Wealth Advisors (registered 2025-12-10)
Oct 1, 2025 · Advisor changed firm · fact
Matthew Theodore Shumaker left Rwa Wealth Partners for Gw&K Investment Management, Llc (registered 2025-09-17)
Aug 19, 2025 · Advisor changed firm · fact
Christopher John Brady left Rwa Wealth Partners for Kayne Anderson Rudnick Investment Management, Llc (registered 2025-08-26)
Jul 25, 2025 · Advisor changed firm · fact
Gregory Wood Evans left Rwa Wealth Partners for F L Putnam Investment Management Co. (registered 2026-01-12)
Apr 16, 2025 · Advisor changed firm · fact
Wander Antonio Cedano left Rwa Wealth Partners for Golden Foundation Advisors (registered 2026-04-23)
Apr 16, 2025 · Advisor changed firm · fact
Russell Boyce Albright left Rwa Wealth Partners for Sovran Advisors, Llc (registered 2025-04-17)
Apr 15, 2025 · Advisor changed firm · fact
Margery Anne Neis left Rwa Wealth Partners for Sovran Advisors, Llc (registered 2025-04-30)
Mar 11, 2025 · Advisor changed firm · fact
Alexander Stephen Lapointe left Rwa Wealth Partners for Crestwood Advisors (registered 2024-12-16)
Nov 22, 2024 · Advisor changed firm · fact
Paul Mankarious left Rwa Wealth Partners for Mariner (registered 2025-04-22)
Oct 2, 2024 · Advisor changed firm · fact
Dibarnaba Kristin Fazio (Chief Compliance Officer And Principal) appeared on Schedule A of Rwa Wealth Partners
Jun 14, 2024 · Control person joined · fact
Chelsea Jurman (Manager) no longer on Schedule A of Rwa Wealth Partners (listed 2024-03-30, absent 2024-06-14)
Jun 14, 2024 · Control person left · inference
Marques Mario Ramos (Chief Executive Officer) no longer on Schedule A of Rwa Wealth Partners (listed 2024-03-30, absent 2024-06-14)
Jun 14, 2024 · Control person left · inference
Axtell Paul Bachtold (Chief Compliance Officer) no longer on Schedule A of Rwa Wealth Partners (listed 2024-03-30, absent 2024-06-14)
Jun 14, 2024 · Control person left · inference
Christopher Brian Thom left Rwa Wealth Partners for Sequoia Financial Group, L.L.C. (registered 2024-06-17)
May 6, 2024 · Advisor changed firm · fact
Elena Song left Rwa Wealth Partners for Destination Wealth Management (registered 2024-05-08)
Apr 9, 2024 · Advisor changed firm · fact
Axtell Paul Bachtold (Chief Compliance Officer) appeared on Schedule A of Rwa Wealth Partners
Mar 30, 2024 · Control person joined · fact
Kathryn Smith Banis left Rwa Wealth Partners for Creative Planning (registered 2026-06-11)
Feb 15, 2024 · Advisor changed firm · fact
Michael James Kreza left Rwa Wealth Partners for Northcoast Asset Management Llc (registered 2024-09-10)
Dec 19, 2023 · Advisor changed firm · fact
Jonathan Beck Schooley left Rwa Wealth Partners for Charles Schwab & Co., Inc. (registered 2024-02-21)
Dec 19, 2023 · Advisor changed firm · fact
Christopher Kane Parks left Rwa Wealth Partners for Northwood Wealth Management, Llc (registered 2026-01-01)
Dec 19, 2023 · Advisor changed firm · fact
Anton Thomas Schirmang left Rwa Wealth Partners for Corient (registered 2023-12-08)
Dec 1, 2023 · Advisor changed firm · fact
Bryce Sagers left Rwa Wealth Partners for Fidelity Personal And Workplace Advisors (registered 2024-01-24)
Dec 1, 2023 · Advisor changed firm · fact
Ropes Wealth Advisors's advisors moved to Rwa Wealth Partners (Boston, MA): 11 of 11 registered, on the same day
Nov 29, 2023 · Firm absorbed (people side) · derived
9 advisors left Polaris Wealth Advisory Group (San Rafael, CA) for Rwa Wealth Partners a day apart
Nov 7, 2023 · Team lift-out · derived
2 advisors left Polaris Wealth Advisory Group (Addison, TX) for Rwa Wealth Partners on the same day
Nov 7, 2023 · Team lift-out · derived
2 advisors left Polaris Wealth Advisory Group (Troy, MI) for Rwa Wealth Partners on the same day
Nov 7, 2023 · Team lift-out · derived
3 advisors left Polaris Wealth Advisory Group (Chicago, IL) for Rwa Wealth Partners a day apart
Nov 6, 2023 · Team lift-out · derived
Rwa Wealth Partners reported 10 offices beyond its principal office, up from 3 (2023-04-27 to 2023-11-01)
Nov 1, 2023 · Office count change · derived
Rwa Wealth Partners reported RAUM $14.7B, up 129% from $6.4B (2023-04-27 to 2023-11-01)
Nov 1, 2023 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: jmorefield@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: aroof@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: awitham@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: bdiana@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: bthorpe@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: chernandez@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: ctarpey@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: ewright@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: familyoffice@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: sphelan@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: ibrennan@rwawealth.comreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $271Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026