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 organized as an LLC and SEC-registered in 2020. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across individual, pooled-vehicle and institutional mandates. Its advisory services list includes pension consulting and manager selection, and it charges clients via asset-based fees as well as hourly and fixed-fee arrangements. CW Advisors maintains relationships with other industry participants — broker-dealers, trust companies, insurance firms — and also sponsors and manages pooled investment vehicles. The firm has received several industry recognitions: placement on the Financial Times Top 300 RIA list (2020), inclusion in Barron’s Top 100 RIA Firms (2023, 2024, 2025), and mention on AdvisorHub’s “50 RIA Firms to Watch” list in 2026.