# CW Advisors, LLC

> CW Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 310873
- Filed as: CW ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310873
- AdvisorCensus page: https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873

## Quick answers

**How is CW Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CW Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CW Advisors, LLC located?**
CW Advisors, LLC's principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 23 other offices (Schedule D, Section 1.F).

**Is CW Advisors, LLC registered with the SEC or a state?**
CW Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310873.

**How much does CW Advisors, LLC manage?**
CW Advisors, LLC reports $15,224,527,279 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (97% discretionary).

**How have CW Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for CW Advisors, LLC: Regulatory assets under management: $3,040,622,381 in the October 2021 data and $15,224,527,279 in the October 2026 data, up 401%. Total employees: 34 in October 2021 and 152 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CW Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,257); individuals (other than high net worth individuals) (3,169); pension and profit sharing plans (but not the plan participants or government pension plans) (61).

**Which custodians does CW Advisors, LLC use?**
CW Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does CW Advisors, LLC report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310873

**What changed in CW Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added an office in Charlotte, NC. Added an office in Durham, NC. Added an office in Falls Church, VA. Added an office in Torrance, CA. Added an office in Wayne, PA. Added an office in Westport, CT. No longer lists an office in Arlington, VA. No longer lists an office in Boston, MA. No longer lists an office in Fairfax, VA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $15,224,527,279
- Discretionary: $14,786,804,899
- Non-discretionary: $437,722,380

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,169 | $1,428,456,249 |
| High net worth individuals | 3,257 | $12,973,056,427 |
| Banking or thrift institutions | Fewer than 5 | $918,835 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $33,018,465 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $294,672,217 |
| Charitable organizations | 24 | $41,511,336 |
| Other investment advisers | 7 | $303,625,775 |
| Corporations or other businesses not listed above | 23 | $149,267,975 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 152 total, 89 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310873

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Avila Beach, CA
- Basking Ridge, NJ
- Bethesda, MD
- Bethlehem, PA
- Charlotte, NC
- Chicago, IL
- Columbia, MD
- Durham, NC
- Falls Church, VA
- Hamilton Township, NJ
- Lehi, UT
- Mesa, AZ
- Miami, FL
- New Hope, PA
- Pittsburgh, PA
- Quincy, MA
- Richmond, VA
- Scottsdale, AZ
- Torrance, CA
- Waltham, MA
- Wayne, PA
- Westport, CT
- Wynnewood, PA

### Websites listed on Form ADV (Item 1.I)
- cwadvisorsgroup.com
- cwadvisorsolutions.com
- LinkedIn @congress-wealth-advisor-solutions-2
- LinkedIn @cw-advisor-solutions
- LinkedIn @cw-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,040,622,381 | 34 | September 22, 2021 |
| October 2022 | $6,320,377,508 | 77 | June 30, 2022 |
| October 2023 | $5,144,514,705 | 70 | September 15, 2023 |
| October 2024 | $6,920,412,973 | 76 | September 16, 2024 |
| October 2025 | $9,301,984,860 | 110 | May 19, 2025 |
| October 2026 | $15,224,527,279 | 152 | August 26, 2026 |

Regulatory assets under management: $3,040,622,381 in the October 2021 data and $15,224,527,279 in the October 2026 data, up 401%.
Total employees: 34 in October 2021 and 152 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added an office in Charlotte, NC.
- Added an office in Durham, NC.
- Added an office in Falls Church, VA.
- Added an office in Torrance, CA.
- Added an office in Wayne, PA.
- Added an office in Westport, CT.
- No longer lists an office in Arlington, VA.
- No longer lists an office in Boston, MA.
- No longer lists an office in Fairfax, VA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $9,301,984,860 to $15,224,527,279 (+64%).
- Employees performing advisory functions went from 62 to 89.
- Changed its office addresses in Bethesda, MD.
- Added an office in Fairfax, VA.
- Added an office in Lehi, UT.
- Added an office in Mesa, AZ.
- No longer lists an office in Wayne, PA.
- No longer lists an office in Westport, CT.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- No longer lists an office in Fairfax, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CW Advisors, LLC (CRD 310873): Form ADV filing data as of October 2026.