Rwa Wealth Partners

Rwa Wealth Partners (CRD# 156984) is a financial advisory firm headquartered in Newton Center, MA. They manage $15,423,271,608 in 19,495 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,423
    MILLION
  • Total Number of Accounts
    19,495
    ACCOUNTS
  • Average Account Value
    $791,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Rwa Wealth Partners
Showing 1 - 10 of 48 top financial advisors.
1
Russell B. Albright
CRD#: 2692363
824 E. St., San Rafael, CA 94901
Russell Albright (CRD# 2692363) is an Investment Advisor Representative working at Albright Investment Management LLC in San Mateo, CA and has over 19 years of experience in the finance industry.
2
James S. Altschuler
CRD#: 2641104
594 Marrett Rd., Lexington, MA 02421

James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry.

3
Matthew D. Batzel
CRD#: 5986777
13831 Northwest Freeway, Houston, TX 77040

Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Rwa Wealth Partners in Houston, TX and has over 12 years of experience in the finance industry.

4
Vanessa A. Carter-Witt
CRD#: 6407458
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Vanessa Carter-Witt (CRD# 6407458) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 5 years of experience in the finance industry.

5
Ryan F. Christensen
CRD#: 5888196
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Ryan Christensen (CRD# 5888196) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 13 years of experience in the finance industry.

6
Ryan C. Collette
CRD#: 6048928
824 E Street, San Rafael, CA 94901

Ryan Collette (CRD# 6048928) is an Investment Advisor Representative working at Rwa Wealth Partners in San Rafael, CA and has over 11 years of experience in the finance industry.

7
Matthew P. Erickson
CRD#: 3147132
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Matthew Erickson (CRD# 3147132) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 17 years of experience in the finance industry.

8
David A. Fontaine
CRD#: 4236276
85 Wells Avenue, Suite 109, Newton Center, MA 02459

David Fontaine (CRD# 4236276) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 23 years of experience in the finance industry.

9
Christopher M. Hagan
CRD#: 4084243
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Christopher Hagan (CRD# 4084243) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 21 years of experience in the finance industry.

10
Megan C. Higgins
CRD#: 6179801
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Megan Higgins (CRD# 6179801) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 9 years of experience in the finance industry.

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