Rsw Investments
Summit, NJ·SEC-registered · CRD #302023
Rsw Investments is an SEC-registered investment advisory firm in Summit, NJ managing $2.3B across 1.6k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
1.6k
Advisory staff
6
Fee model
Fee-only
How Rsw Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Rsw Investments
How much does Rsw Investments manage?
Per its most recent SEC Form ADV filing (03/05/2026), Rsw Investments reports $2.3B in regulatory assets under management across roughly 1.6k client accounts.
How does Rsw Investments charge?
Rsw Investments is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Rsw Investments a fiduciary?
Yes. Rsw Investments is registered with the U.S. Securities and Exchange Commission (CRD #302023), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Rsw Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Rsw Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Summit, NJ
Profile compiled from Rsw Investments's public SEC Form ADV filing (CRD #302023, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Rsw Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Rsw Investments? Claim this profile.