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).

Current Firm Details
85 Wells Avenue, Suite 109, Newton Center, MA 02459
http://www.advisercapital.com
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 31 - 40 of 48 top financial advisors.
31
Bradley Sharp, financial advisor Newton Center MA
Bradley K. Sharp
CRD#: 2844268
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Bradley Sharp (CRD# 2844268) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 27 years of experience in the finance industry.

32
Matthew Shumaker, financial advisor Newton Center MA
Matthew T. Shumaker
CRD#: 6956810
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Matthew Shumaker (CRD# 6956810) 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.

33
Charles Toole, financial advisor Newton Center MA
Charles M. Toole
CRD#: 5654191
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Charles Toole (CRD# 5654191) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry.

34
Geoffrey Turner, financial advisor Newton Center MA
Geoffrey C. Turner
CRD#: 4539555
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Geoffrey Turner (CRD# 4539555) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 16 years of experience in the finance industry.

35
James Verity, financial advisor Newton Center MA
James W. Verity
CRD#: 2278327
85 Wells Avenue, Suite 109, Newton Center, MA 02459

James Verity (CRD# 2278327) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 31 years of experience in the finance industry.

36
Frederick Winters, financial advisor Newton Center MA
Frederick J. Winters
CRD#: 4267458
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Frederick Winters (CRD# 4267458) 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.

37
Jeremy Witbeck, financial advisor Newton Center MA
Jeremy D. Witbeck
CRD#: 6134040
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Jeremy Witbeck (CRD# 6134040) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 11 years of experience in the finance industry.

38
Kari Wolfson, financial advisor Newton Center MA
Kari E. Wolfson
CRD#: 5323592
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Kari Wolfson (CRD# 5323592) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 11 years of experience in the finance industry.

39
Matthew Wyllie, financial advisor Newton Center MA
Matthew G. Wyllie
CRD#: 4803766
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Matthew Wyllie (CRD# 4803766) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 19 years of experience in the finance industry.

40
Andrew Busa, financial advisor Newton Center MA
Andrew J. Busa
CRD#: 6854868
85 Wells Avenue, Suite 109, Newton Center, MA 02459

Andrew Busa (CRD# 6854868) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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