Adviser Investments
Adviser Investments is a privately held, Massachusetts-based registered investment adviser (RIA) founded in 1994, serving high-net-worth individuals and complex families through two service lines — Private Wealth and Family Office — across eight offices in five U.S. states, with fee-based wealth management, integrated tax planning, and legacy advisory services.
- Company typePrivate
- Founded1994
- HeadquartersNewton, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Adviser Investments does
Adviser Investments is a privately held, Massachusetts-based registered investment adviser (RIA) operating across an eight-office footprint in five U.S. states (California, Illinois, Massachusetts, Michigan, and Texas), with Newton, MA as headquarters. The firm provides personalized wealth management to high-net-worth individuals and families, organized around two core service lines: Private Wealth (goal-centered financial planning and institutional-quality investment management for individuals) and Family Office (comprehensive services for clients with complex investment, financial, and legacy needs, including integrated tax planning and multi-generational wealth transfer). Founded in 1994, it operates with 101–250 employees and serves a customer base that is private-wealth and family-office in nature; pricing is not publicly disclosed and is consistent with industry-standard AUM-based fee models for this segment.
The firm has secured independent third-party recognition in 2025 — #29 on Barron's Top 100 RIA Firms, #202 on Forbes America's Top RIA Firms, and InvestmentNews 5-Star RIA Firm — and operates under the federally registered trademark 'THE HUMAN SIDE OF WEALTH®'. It has also executed inorganic growth, including the acquisition and continued operation of Moirai Wealth Management as a retained sub-brand. Distribution is direct-advisory, complemented by a content-driven digital acquisition engine (CIO-led market-update videos, a branded podcast series, and an email newsletter) and a bottom-of-funnel complimentary financial-plan offer with tax and investment analysis. No AI/ML capability, proprietary technology platform, app, or API surface is disclosed in the available data, positioning Adviser Investments as a people-led, in-person-and-digital hybrid wealth advisory rather than a technology-driven offering.
The firm's go-to-market combines physical advisory presence in HNW-dense geographies with named senior talent as the primary differentiator — Chief Investment Officer Joseph 'JP' Powers, Director of Financial Planning Andrew Busa, and partners Chris Hagan and Alden Witman carry the firm's public-facing and client-facing credibility. Founder Daniel Silver is identified as President/Founder in the available leadership data.
Adviser Investments firmographics
Firmographics- Name
- Adviser Investments
- Legal name
- RWA Wealth Partners, LLC
- Website
- https://adviserinvestments.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Adviser Investments is a privately held, Massachusetts-based registered investment adviser (RIA) founded in 1994, serving high-net-worth individuals and complex families through two service lines — Private Wealth and Family Office — across eight offices in five U.S. states, with fee-based wealth management, integrated tax planning, and legacy advisory services.
- Ownership category
- akta.pro rank
Adviser Investments industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Adviser Investments is headquartered
LocationHeadquarters
- HQ city
- Newton
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Adviser Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels6 records
Adviser Investments product offering
Product offeringCore offering
Adviser Investments operates as a registered investment adviser (RIA) providing personalized wealth management and financial planning services. The firm delivers detailed financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning to private wealth and family office clients across the United States.
Product overview
RWA Wealth Partners operates as a unified wealth management platform offering two core service lines: Private Wealth (personalized wealth management tailored to individual goals) and Family Office (comprehensive services for complex investment, financial, and legacy needs). The company also acquired Moirai Wealth Management, integrating its team into the RWA platform. Services include detailed financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Personalized wealth management services with the client's goals at the center, including detailed financial planning and institutional-quality investment management for individuals and families.
- Family Office Comprehensive wealth services for families with complex investment, financial, and legacy needs, including legacy planning, intergenerational wealth transfer, and integrated tax planning.
- Moirai Wealth Management Wealth management firm that has been acquired and integrated into Adviser Investments' wealth management platform as an acquired brand.
Companies that use Adviser Investments
Customer profileSegments2 records
Ideal customer profiles2 records
Adviser Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Adviser Investments partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights4 records
Adviser Investments competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large national RIA offering private wealth management, financial planning, and family office services to HNW clients. Directly comparable business model with multi-state footprint and full-service wealth platform; ranks consistently in the top tier of Barron's Top 100 RIAs.
- Edelman Financial Engines: National RIA serving HNW and mass-affluent clients with financial planning and investment management. Comparable in offering comprehensive wealth services and has executed significant RIA M&A, including the merger with Financial Engines.
- Mariner Wealth Advisors: National RIA with private wealth, family office, retirement plan, and investment solutions. Operates an aggressive M&A-driven growth strategy and is consistently ranked among the top RIAs, closely mirroring RWA's multi-service and roll-up approach.
- Cresset Asset Management: Multi-family office and private wealth firm serving ultra-HNW individuals and families. Comparable in offering integrated wealth planning, investment management, and family office services with a strong brand-driven client experience.
- Bessemer Trust: Private wealth and investment management firm dedicated to HNW and ultra-HNW families. Closely comparable family-office-style service model, integrated financial planning, legacy planning, and tax planning for complex multi-generational wealth.
- Wealth Enhancement Group: Independent RIA platform serving HNW clients with financial planning and investment management. Pursues an aggressive M&A strategy acquiring smaller advisor teams, making it directly comparable to RWA's roll-up approach and multi-state footprint.
Broad incumbents
- Brown Brothers Harriman: Long-standing private bank and wealth manager serving HNW families, endowments, and foundations. Overlaps with RWA's private wealth and family office offerings but operates as a much larger, multi-line financial institution with custody and banking capabilities.
- Fidelity Wealth Services: Wealth management arm of Fidelity Investments offering advice, planning, and investment management to a broad HNW client base. Competes in the same private wealth and family office segments but benefits from institutional scale, custody, and product breadth.
- Schwab Wealth Advisory: Charles Schwab's wealth advisory service combining digital and human advisory support. Competes for HNW clients with a low-cost, scaled platform; provides a benchmark for the fee pressure that traditional human-advisor RIAs like RWA face.
Emerging players
- Facet Wealth: Digital-first RIA offering financial planning and investment management to mass-affluent and HNW clients. Overlaps with RWA's planning-led private wealth approach but competes via a tech-enabled, lower-fee model targeting adjacent HNW segments.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights6 records
Customer concentration
Adviser Investments social profiles
Digital presenceAdviser Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Adviser Investments leadership team
Management profileNumber of profiles
Profiles5 records
Adviser Investments subsidiaries and ownership
Company hierarchySubsidiaries1 record
Adviser Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Adviser Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Adviser Investments
What does Adviser Investments do?
Adviser Investments operates as a registered investment adviser (RIA) providing personalized wealth management and financial planning services. The firm delivers detailed financial planning, institutional-quality investment management, thoughtful legacy planning, and integrated tax planning to private wealth and family office clients across the United States.
Is Adviser Investments a public or private company?
Adviser Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Adviser Investments founded?
Adviser Investments was founded in 1994. It employs 101 to 250 people.
Where is Adviser Investments based?
Adviser Investments is headquartered in Newton, United States, in the North America region.
Who are Adviser Investments's main competitors?
Direct peers on record are Creative Planning, Edelman Financial Engines, Mariner Wealth Advisors, Cresset Asset Management, Bessemer Trust and Wealth Enhancement Group. Broad incumbents are Brown Brothers Harriman, Fidelity Wealth Services and Schwab Wealth Advisory. Facet Wealth is listed as an emerging player.
Does Adviser Investments have an API?
No public API is recorded for Adviser Investments.
What industry is Adviser Investments in?
Adviser Investments's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.