RWA Wealth Partners was formed in 2023 through the merger of Adviser Investments, Polaris Wealth Advisory Group, and Ropes Wealth Advisors, and is principally owned by investment vehicles advised by private equity firm Summit Partners. The firm operates through its RWA Family Office and RWA Private Wealth divisions and emphasizes asset allocation, using an open-architecture mix of mutual funds, ETFs, third-party separate-account managers, and private funds, alongside internally managed strategies (branded RWA Capital) and in-house customized fixed income. RWA advisors frequently serve as professional trustees and executors for client families, offering an alternative to corporate trustees, and the firm coordinates integrated estate, tax, and legal planning. Third-party manager fees, estate settlement, and tax preparation through subsidiary RWA Tax Solutions are charged in addition to RWA’s investment management fee; RWA charges no performance fees.
Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $19.8 billion
- Average High-Net-Worth Client Portfolio Size
- $4.9 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Forbes 2025: 20
Barron's 2025:
29
Fee Disclosure
Source: RWA PRIVATE WEALTH (2025-03-31)
· View brochure text
Latest filing: RWA FAMILY OFFICE (2026-03-31)
· View brochure text
Latest filing: RWA PRIVATE WEALTH (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $45,250 | 0.90% |
| $10 million | $75,250 | 0.75% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 87.52%
- Number of High-Net-Worth Clients
- 3,545
- Total Client Accounts
- 19,649
- Discretionary Accounts
- 19,564
- Non-Discretionary Accounts
- 85
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 156984
- RWA FAMILY OFFICE (2026-03-31) · View brochure text
- RWA PRIVATE WEALTH (2026-03-31) · View brochure text
- RWA PRIVATE WEALTH (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗