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 registered investment adviser formed as an LLC and registered in 2020. The firm acts as a capital allocator and serves both individual/family and institutional clients, providing fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Core advisory capabilities listed by the firm include financial planning; portfolio management for individuals, small businesses, pooled investment vehicles and institutions; pension consulting services; and the selection of other advisers. CW Advisors also reports affiliations with broker-dealers, other investment advisers, trust and insurance companies, and serves as sponsor or managing member of pooled investment vehicles. The firm has appeared on several industry lists: Financial Times’ Top 300 RIA Firms (2020), Barron’s Top 100 RIA Firms (2023, 2024, 2025), and AdvisorHub’s 50 RIA Firms to Watch (2026). The firm does not identify as an active ESG investor in the provided data.