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 registered investment adviser that serves both individual and institutional clients with a mix of financial planning and portfolio management services. The firm charges clients via percentage-of-AUM arrangements as well as hourly and fixed fees, and it acts as a capital allocator by selecting third‑party managers and sponsoring pooled vehicles. Its advisory capabilities span managed accounts for individuals and small businesses, pooled investment vehicles, institutional and business portfolios, pension consulting, and manager selection. CW Advisors does not position itself as an active ESG investor. The firm has been recognized in industry rankings, including appearances on Barron’s Top 100 RIA list for 2023–2025 and mentions in Financial Times and AdvisorHub lists.