Cw Advisors, LLC
Boston, MA·SEC-registered · CRD #310873
Cw Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA managing $15B across 25k client accounts, with 89 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$15B
Client accounts
25k
Advisory staff
89
Fee model
Fee-based
How Cw Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cw Advisors, LLC
How much does Cw Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/28/2026), Cw Advisors, LLC reports $15B in regulatory assets under management across roughly 25k client accounts.
How does Cw Advisors, LLC charge?
Cw Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cw Advisors, LLC a fiduciary?
Yes. Cw Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #310873), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cw Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cw Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cw Advisors, LLC's public SEC Form ADV filing (CRD #310873, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cw Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cw Advisors, LLC? Claim this profile.