A complete list of active advisors currently associated with Robinson Smith Wealth Advisors, LLC

Warmer can help you find a great advisor at Robinson Smith Wealth Advisors, LLC or one who fits your needs even better.

Robinson Smith Wealth Advisors is an independent, fee-only advisory firm that provides investment management, financial planning, consulting, and advisor-selection services to individuals, high‑net‑worth clients, and institutional entities such as charities, corporations, and pension plans. As of December 31, 2025 the firm reported approximately $444.9 million in assets under management, the large majority of which is managed on a discretionary basis for a client base of just over 200 households and entities. The firm constructs portfolios primarily from mutual funds, ETFs (including target‑date ETFs), closed‑end and interval funds, individual fixed‑income securities, equities, options and structured notes, and it may allocate portions of client assets to Independent Managers. RSWA also incorporates ESG criteria for interested clients, may recommend exchange funds for concentrated stock positions, and since 2022 has the option to recommend investments in a real estate private equity fund as part of its implementation toolkit. Compared with many peers, RSWA’s client materials call attention to third‑party ratings, a practice that is relatively uncommon among similarly sized team firms. The firm also makes notable use of model portfolios and Independent Managers and combines advisory services with consulting and advisor‑selection capabilities, reflecting a broader set of implementation choices than some typical wealth management teams.

To learn more about the advisors currently working at Robinson Smith Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Robinson Smith Wealth Advisors, LLC's office locations.