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Firm profile

Cw Advisors, LLC

BOSTON, MACRD 310873Latest ADV May 28, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOScott W. Dell'orfano
CCOCandace Cavalier
CFOErin M. Wendell

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

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 May 28, 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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.