RWA Wealth Partners Earns National Recognition Across Several Leading Industry Rankings

BOSTON, Oct. 23, 2025 /PRNewswire/ -- RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today that the firm has been ranked on several leading industry lists.

• Barron's Top 100 RIA List¹. This list ranks independent advisory companies based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. RWA earned the No. 29 spot.
• Boston Business Journal Largest Independent Investment Advisers in Massachusetts List². This list ranks Massachusetts-based investment advisers by total assets under management as of 7/15/25. RWA earned the No. 8 spot.
• Forbes Top RIA Firms List³. This list ranks 250 independent advisory firms by qualitative and quantitative data as of 3/31/25 including revenue trends, assets under management, compliance records, and industry experience. RWA earned the No. 20 spot.
• InvestmentNews 5-Star RIA Firms List⁴. This list ranked 28 firms based on objective criteria including assets under management, AUM growth, and the number of new clients acquired organically over the past 12 months. RWA earned a spot in the inaugural ranking.

"It's an honor for RWA to be recognized across several of the industry's most respected lists," said Michelle Knight, CEO of RWA Wealth Partners. "These accolades reflect the depth of our team's expertise, our commitment to our clients' long-term success, and the strength of the culture we've built together. Recognition like this reinforces that when we lead with integrity, collaboration, and personalized advice, great things follow."

About RWA Wealth Partners
With $19.7 billion in client assets, RWA Wealth Partners is an independent wealth management firm and one of the largest woman-led registered investment advisers in the nation. RWA Wealth Partners has a rich history of serving individuals and families to help create and sustain wealth for generations. The firm has its main offices in Boston, MA and in the San Francisco Bay area, with additional locations in Newton, MA, Chicago, IL, Traverse City, MI, and Costa Mesa, CA. For more information, please visit www.rwawealth.com or follow us on LinkedIn.

Contacts
KWM Communications
Kellie Walsh
[email protected]
(914) 315-6072
or
Venkat Patla
Chief Marketing Officer
[email protected]

¹ The Barron's Top 100 RIA Firms list ranks independent advisory companies based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. To be eligible, firms must primarily serve personal wealth clients, provide fee-based investment advice and financial planning services, and file their own ADV statement with the SEC. Firms were required to submit a formal survey. There was no fee associated with participation. View the list ranking methodology: https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&

² Information for the Boston Business Journal 2025 annual list ranking was obtained from participating firm representatives. Massachusetts-based investment advisers are ranked by total assets under management as of 7/15/25. There was no fee associated with participation. View the list ranking methodology: https://www.bizjournals.com/boston/subscriber-only/2025/09/03/largest-independent-investment-advisers-in-massachusetts.html

³ The Forbes 2025 Top RIA Firms list includes 250 independent advisory firms with cumulative assets of more than $1.9 trillion. The ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data as of 3/31/25. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Firms were required to submit a formal survey. There was no fee associated with participation. View the list ranking methodology: https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/

⁴ The InvestmentNews 5-Star RIA Firms list recognizes the nation's top-performing wealth management firms, setting a benchmark for excellence in the industry. Firms are selected based on objective criteria including assets under management (AUM), AUM growth, and the number of new clients acquired organically over the past 12 months. All submitted data undergoes a rigorous verification process. To qualify for inclusion, firms must manage a minimum of $1 billion in AUM in 2024. This recognition highlights best-in-class Registered Investment Advisors across the country who demonstrate consistent growth, strong client engagement, and overall excellence in wealth management. Firms were required to submit a formal survey. There was no fee associated with participation. View the list ranking methodology: https://www.investmentnews.com/best-in-wealth/5-star-ria-firms/261909

SOURCE RWA Wealth Partners