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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2012
- Office Locations
- 22
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).
Reported data analysis
What the numbers show
Between October 30, 2025 and May 27, 2026, reported AUM increased 14.7%, from $17.3B to $19.8B.
Across 5 reported observations, AUM increased 173.0% between October 5, 2022 and May 27, 2026, from $7.2B to $19.8B.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 63 advisory representatives and 6,042 clients, or 95.9 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 22 reported office locations and 14 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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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 Luiz Almeida
Director
- CRD
- #7005527
Showing 2 of 89 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
SMA allocation detail is available
RWA Wealth Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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RWA Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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