SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
CW Advisors, LLC
Boston, MA
CRD 310873
Firm filing updated August 26, 2026 ·
- $15.2BAssets
- 89Advisory staff
- 23,756Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals3,257
- Individuals3,169
- Pension and profit sharing plans61
- Charities24
- Corporations or other businesses23
- and 2 more8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,169 | $1.4 billion |
| High net worth individuals | 3,257 | $13.0 billion |
| Banking or thrift institutions | Fewer than 5 clients | $918,835 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $33.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $294.7 million |
| Charitable organizations | 24 | $41.5 million |
| Other investment advisors | 7 | $303.6 million |
| Corporations or other businesses not listed above | 23 | $149.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$15.2 billion
- Accounts23,756
- Discretionary$14.8 billion · 22,815 accounts
- Non-discretionary$437.7 million · 941 accounts
People
- Employees152
- Advisory staff89
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients6,550
Advisors
62 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 310873, SEC file 801-119667.
- Registered with the SEC as an investment advisor (status date on record: October 21, 2020).
Is CW Advisors, LLC a fiduciary?
Short answer: CW Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.