Adviser Investments rebrands as RWA Wealth Partners
Other - NOVEMBER 15, 2023

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Adviser Investments rebrands as RWA Wealth Partners

by Released

Adviser Investments has rebranded as RWA Wealth Partners.

The rebrand follows the successful merger with Ropes Wealth Advisors earlier this year. With nearly 200 employees, RWA Wealth Partners has more than $15 billion in total client assets under management and assets under advisement as of Sept. 30, 2023, of which approximately $14.7 billion is regulatory assets under management.

“We believe high-net-worth and ultra-high-net-worth individuals are increasingly seeking service providers who can address their wealth management, tax and estate needs comprehensively,” said Michelle Knight, president of the firm’s Ropes Wealth Advisors division. “The RWA Wealth Partners platform is incredibly well positioned to benefit from this trend, providing clients with a broad suite of solutions, alleviating the need to manage multiple relationships or stitch together services themselves.”


Forgot your username or password?