CW Advisors, LLC

RIASEC Registered

Total AUM

$15.2B

Discretionary

$14.8B

97% of AUM

Avg account

$641K

Accounts

23,756

Employees

152

Advisory reps

102

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 structured as an LLC and registered with the SEC in 2020. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and pooled investment vehicles, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm maintains industry affiliations beyond traditional RIA activity — including relationships with broker-dealers, trust companies, insurance firms, and roles as sponsor or general partner of pooled vehicles. CW Advisors does not position itself as an active ESG investor. It has received external recognition, including placement on the Financial Times’ Top 300 RIA firms (2020), repeated Barron’s Top 100 RIA firm listings (2023–2025), and inclusion on AdvisorHub’s 50 RIA Firms to Watch (2026).