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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2012
- Office Locations
- 26
Office Locations
About RWA Wealth Partners
RWA Wealth Partners is a Boston-based RIA serving retail and institutional clients with integrated wealth management and financial planning, including portfolio construction, tax and estate planning, and charitable strategies. Portfolios make significant use of ETFs alongside public funds, with access to alternatives and fixed income. The firm custodies with major platforms such as Schwab and Fidelity/NFS and was named to Barron’s Top 100 RIA Firms (2025).
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Owner & Executives
KRISTIN DIBARNABA FAZIO
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
MICHELLE ANN KNIGHT
Chief Executive Officer, Wealth Advisor
- CRD
- #2866359
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Olivia Mae Allen
--
- CRD
- #7610908
Daniel Almeida
Portfolio Manager, Director of Strategy Implementation
- CRD
- --
Showing 2 of 123 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,400,573,272 | $991,647 |
| Non-Discretionary | $394,713,412 | $4,643,687 |
| Total | $19,795,286,684 | $1,007,445 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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