RWA Wealth Partners

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RWA Wealth Partners — overview

About

RWA Wealth Partners is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include wealth planning, investment management, tax planning, estate planning, trust planning, and legacy planning. The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension plans, profit-sharing plans, charitable organizations, and business entities In 2006, RWA Wealth Partners acquired wealth manager Braver Capital Management, and the firm offers financial planning, 401(k) advisory services, and tax preparation. In July 2023, RWA Wealth Partners completed the acquisition of Ropes Wealth Advisors, incorporating it as its operating division. On 1 November 2023, the wealth manager rebranded from Adviser Investments to RWA Wealth Partners, creating an integrated firm comprising Adviser Investments, Ropes Wealth Advisors, and Polaris Wealth Advisory Group. In Q3 2025, RWA Wealth Partners acquired Moirai Wealth Management, a San Francisco, California-based wealth manager.

RWA Wealth Partners - known decision makers (147)

Position	Location	Asset Class
Administrative Officer	Newton, US	PEREPD
Administrative Officer	Newton, US	PEREPD
Administrative Officer	Newton, US	PEREPD
Administrative Officer, Client Service Associate	Newton, US	PEREPD
Assistant Compliance Officer	Newton, US	PEREPD

Showing 5 of 147 known decision makers RWA Wealth Partners

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