RWA Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,162,167
Clients
213
Advisors
2
of 4 employees
About
The firm offers investment advisory, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, serving a mix of high‑net‑worth and non‑HNW clients. Services include portfolio management, retirement plan advisory and rollover advice, and the firm typically custodies client assets through Schwab and may use third‑party money managers.
Advisory services are provided on an individualized basis and most clients receive a written investment policy statement and periodic account reviews; the firm emphasizes its fiduciary duty in client dealings. As of January 21, 2026 the brochure reports approximately $67 million managed on a discretionary basis and about $132 million managed on a non‑discretionary basis, indicating most assets are overseen under non‑discretionary arrangements.
The brochure discloses that associated persons may be licensed as insurance agents through an affiliated insurance agency and may receive commission‑based compensation for insurance sales, a potential conflict highlighted in the firm’s disclosures. The firm also notes use of client testimonials in advertising and, in practice, does not exercise proxy voting for client securities, practices that distinguish it from many peers.
Client services
Expertise
Fee options
$0 - $5,000,000: up to 2.75% annually $5,000,000+: custom fee schedule
Associated persons may earn commissions from selling insurance products, separate and in addition to advisory fees.
Account minimum: $1,000,000 Fee-only: Fees are negotiable and exclusive of transaction-related fees; financial planning and consulting fees are negotiable and payable in advance.
Main office
1200 N. Federal Highway, Suite 200
Boca Raton FL 33432
Advisors at this office
2
Most active in
Florida
Also doing business as
Boca Associates, LLC. · Rh Ioa Advisors · Rubin Wealth Advisors · Rwa Advisors · Rwa Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John D
Series 66
Boca Raton, FL
RWA Advisors
John Devaney is a financial advisor at RWA Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at PFS Investments Inc., Edward Jones, and Primerica Financial Services. In addition to his advisory role, he has been involved in the sale of loan products and home security and automation services through affiliated companies. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, provides Investment Policy Statements, and performs ongoing reviews and rebalancing, often using third-party money managers and custodians.
Robert R
ChFC®, Series 63
Boca Raton, FL
RWA Advisors
Robert Rubin is a financial advisor at RWA Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been managing RWA Advisors since 2008. Prior to this, he has been associated with The Leaders Group Inc since 2012. Outside of his advisory work, Rubin serves on the Board of Trustees at Florida Atlantic University and is an equity partner and board member of an entertainment startup. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, offers both discretionary and non-discretionary management, and provides ongoing account monitoring and periodic rebalancing.
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