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CW ADVISORS, LLC
CRD 310873File 801-119667
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 110 | 152 | increased by42 |
| Apr 1, 2026 | Clients | 3,296 | 6,542 | increased by3,246 |
| Apr 1, 2026 | AUM | $9,301,984,860 | $15,224,527,279 | increased by$5,922,542,419 |
| Apr 1, 2026 | Accounts | 12,836 | 23,756 | increased by10,920 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 77 | 110 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,261 | 3,296 | increased by1,035 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,320,377,508 | $9,301,984,860 | increased by$2,981,607,352 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10,073 | 12,836 | increased by2,763 |
| Apr 1, 2022 | Employees | 34 | 77 | increased by43 |
| Apr 1, 2022 | Clients | 949 | 2,261 | increased by1,312 |
| Apr 1, 2022 | AUM | $3,040,622,381 | $6,320,377,508 | increased by$3,279,755,127 |
| Apr 1, 2022 | Accounts | 4,498 | 10,073 | increased by5,575 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CW ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CW ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.