The recognition follows a rigorous evaluation process that scrutinized nearly 100 advisory firms. CNBC, in collaboration with industry research groups AccuPoint Solutions and Cerulli Associates, assessed candidates based on organizational scalability, the depth of their wealth management services, and the firm’s reputation among clients. The selection criteria focused specifically on registered investment advisors handling accounts with at least $25 million in investable assets.
In section Releases
RWA Wealth Partners Secures Spot on Inaugural CNBC Elite Advisors List
Boston-based RWA Wealth Partners, which manages $21.5 billion in assets, has earned a place on the first-ever CNBC Elite Advisors list. The distinction highlights the firm’s specialized capabilities in managing the intricate financial requirements of high-net-worth and ultra-high-net-worth families across the United States.
Michelle Knight, CEO of RWA Wealth Partners, attributed the accolade to the firm’s dedicated Family Office division. According to Knight, the honor underscores a commitment to fiduciary standards and personalized service for multigenerational clients. Nicole LaChapelle, President of Family Office, added that the firm’s approach integrates tax planning, estate management, and family governance to address the multifaceted needs of today’s affluent households. RWA operates from several key hubs, including its primary offices in Boston and the San Francisco Bay Area, alongside locations in Chicago, Newton, Traverse City, and Costa Mesa.
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