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Adviser Profile

AUM* 17,678,214,162 41%
of that, discretionary 16,896,049,968 39%
Number of Employees 238 19%
of those in investment advisory functions 106 6%
Private Fund GAV* 0
Avg Account Size 825,313 25%
% High Net Worth 54.58% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

17B 14B 12B 10B 7B 5B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RW GROUP, LLC Filing Date11/21/2025 Form ADV-E View Report
Accounting Firm Name RW GROUP LLC Filing Date12/20/2024 Form ADV-E View Report
Accounting Firm Name RW GROUP, LLC Filing Date01/26/2024 Form ADV-E View Report

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$662,422,693 % Position7.00% $ Change22.00% # Change519.00%
Stck Ticker922908744 Stock NameVANGUARD INDEX FDS $ Position$398,949,918 % Position4.00% $ Change15.00% # Change4.00%
Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$392,694,478 % Position4.00% $ Change13.00% # Change3.00%
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED FDS $ Position$374,589,529 % Position4.00% $ Change9.00% # Change-2.00%
Stck Ticker46432F842 Stock NameISHARES TR $ Position$352,159,575 % Position4.00% $ Change10.00% # Change3.00%
Stck Ticker46429B747 Stock NameISHARES TR $ Position$261,011,729 % Position3.00% $ Change3.00% # Change5.00%
Stck Ticker025072802 Stock NameAMERICAN CENTY ETF TR $ Position$243,391,583 % Position3.00% $ Change11.00% # Change8.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$215,209,055 % Position2.00% $ Change10.00% # Change-3.00%
Stck Ticker25434V708 Stock NameDIMENSIONAL ETF TRUST $ Position$213,418,854 % Position2.00% $ Change14.00% # Change0.00%
Stck Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$162,096,603 % Position2.00% $ Change12.00% # Change-3.00%

Brochure Summary