Rsw Investments

$2.3BAssets under management
as of Mar 2026 · SEC Form ADV
Summit, NJ
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Tech stack

No one at Rsw Investments has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Rsw Investments's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Morgan Stanley
Per Form ADV · $764M held · filed May 2024
UBS
Per Form ADV · $677M held · filed May 2024
Merrill
Per Form ADV · $294M held · filed May 2024