A complete list of active advisors currently associated with RWA Advisors

Warmer can help you find a great advisor at RWA Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at RWA Advisors, 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.