RWA ADVISORS
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #2800 of mapped providers
Assets under administration$9.2B0.0%Market share · rank #1241
Fees received$136,452Median $27,063/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical RWA ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where RWA ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $54,695 | |
Other feesCode 99 | 1 | $27,063 |
Competitor overlap
Percent of RWA ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under RWA ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | MERCER | $8.9B |
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATESDC · 530115260-002 | THE VANGUARD GROUP, INC. | $245M |
TRIPP SCOTT, P.A.FL · 592624630-002 | FIDUCIARYFIRST LLC | $52M |
Plans lost in 2024
Appeared last year under RWA ADVISORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $25,418 | 1y | 1 |
NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATESDC · 530115260-002 | $245M | 719 | $83,971 | 1y | 1 |
TRIPP SCOTT, P.A.FL · 592624630-002 | $52M | 117 | $27,063 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (4)
Raw Schedule C names collapsed into RWA ADVISORS.
- RUBIN WEALTH ADVISORS
- RWA ADVISORS
- RWA WEALTH PARTNERS
- RWA WEALTH PARTNERS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for RWA ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with RWA ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent