Cw Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $15.2B in regulatory assets under management, 152 employees, 26 offices, and 23,756 accounts.
Assets Under Management
$15.2B
Employees
152
Offices
26 offices
Total Clients
6,542
Primary office
BOSTON, MA
155 SEAPORT BLVD, 3RD FLOOR, BOSTON, MA, United States
Top client segmentHNWI represent 49.8% of total clients.
Top client categories% of clientsClients
1
HNWI
49.8%
3,257
2
Individuals
48.4%
3,169
3
Pension Plans
0.9%
61
4
Charitable
0.4%
24
5
Corporations
0.4%
23
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.2Bas of March 31, 2026
Discretionary97.1%
$14.8B
97% of total RAUM97.1%
Non-discretionary2.9%
$438M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.2B
Total Accounts23,756
10Y AUM Change+$15.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees152
Clients per Employee43:1
10Y Employee Change+125 (+463.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.