CW Advisors, LLC

RIASEC RegisteredEst. 2020

Total AUM

$15.2B

Discretionary

$14.8B

97% of AUM

Avg account

$641K

Accounts

23,756

Employees

152

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 310873
Registered since: October 21, 2020
Website: www.cwadvisorsgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.21%
Individuals9.38%
Other Investment Advisers1.99%
Pension & Profit Sharing Plans1.94%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CW Advisors, LLC is an independent SEC-registered investment adviser that began its SEC registration in 2020. The firm operates as a limited liability company and identifies as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning and discretionary portfolio management across individual, pooled-vehicle and institutional mandates, plus pension consulting and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm maintains industry relationships beyond pure advisory work: it is affiliated with broker-dealer, trust company and insurance company entities and acts as a sponsor/GP/managing member of pooled investment vehicles. CW Advisors does not present itself as an active ESG investor. CW Advisors has been recognized in industry rankings: Financial Times’ Top 300 RIAs (2020), Barron’s Top 100 RIAs (2023, 2024, 2025) and AdvisorHub’s 50 RIA Firms to Watch (2026).