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CW ADVISORS, LLC
CRD 310873 · SEC 801-119667
155 SEAPORT BLVD, 3RD FLOOR, BOSTON, MA, 02210, United States
Phone
(617) 428-7600
Fax
(617) 428-7699
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.22B
Discretionary AUM
$14.79B
Team
152 total employees; 89 advisory reps; 47 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3169 | $1.43B |
| High net worth individuals | 3257 | $12.97B |
| Pooled investment vehicles | 1 | $33.0M |
| Pension/profit sharing plans | 61 | $294.7M |
| Charitable organizations | 24 | $41.5M |
| Other investment advisers | 7 | $303.6M |
| Corporations/business entities | 23 | $149.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD