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CW ADVISORS, LLC
CRD 310873File 801-119667
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.22B
Top 10% of cohort (national)
Discretionary AUM
$14.79B
Non-discretionary $437.7M
Clients
6,542
23,756 accounts
Employees
152
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 21, 2020
- Principal office
- 155 SEAPORT BLVD, 3RD FLOOR, BOSTON, MA, 02210
- Phone
- (617) 428-7600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.22B
- Discretionary AUM
- $14.79B
- Non-discretionary AUM
- $437.7M
- Discretionary accounts
- 22,815
- Non-discretionary accounts
- 941
- Total accounts
- 23,756
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $149.3M |
| Charitable organizations | 24 | $41.5M |
| Other investment advisers | 7 | $303.6M |
| High net worth individuals | 3,257 | $12.97B |
| Pooled investment vehicles | 1 | $33.0M |
| Banking or thrift institutions | Fewer than 5 | $919K |
| Pension and profit sharing plans | 61 | $294.7M |
| Individuals (other than high net worth individuals) | 3,169 | $1.43B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.