A complete list of active advisors currently associated with RW Investment Management LLC

Warmer can help you find a great advisor at RW Investment Management LLC or one who fits your needs even better.

RW Investment Management provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, pension plans, and businesses, offering comprehensive portfolio management, standalone financial planning, and pension consulting. As of December 31, 2025 the firm reported $1.7317 billion in regulatory assets under management, serves roughly 758 clients, and operates with a team of 12 advisors. The firm’s investment approach is overseen by an internal investment committee and emphasizes a long-term, evidence-based framework informed by Modern Portfolio Theory; it recommends and implements model portfolios that blend passive and active mutual funds, ETFs, and, in limited cases, individual securities or alternatives. RW Investment Management describes a disciplined rebalancing process that considers client cash flows, tax consequences, trading costs, and may use tax-loss harvesting when appropriate. Several features noted in the brochure distinguish RW from many peers: the firm’s advertising and referral section addresses testimonials and endorsements (Item 14), disclosing that it does not provide cash or non-cash compensation for such testimonials — a practice that is statistically uncommon among multi-team firms. The brochure also highlights recent operational and client-facing specifics, including an announced $10,000 annual minimum advisory fee for new Comprehensive Portfolio Management clients (Item 2/7), use of multiple custodial platforms (Schwab, RBC and Betterment) with differing billing and trading policies, and disclosure that margin balances are included in fee calculations, a factor the firm notes can create potential conflicts of interest.

To learn more about the advisors currently working at RW Investment Management 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.