RIA Intel›Advisers›Massachusetts›CW ADVISORS, LLC

CW ADVISORS, LLC

Advisory

N·BOSTON, MA

Data as of May 28, 2026 · Source: SEC Form ADV

Total AUM

$15.2B

1-Year AUM Growth

+34.4%

3-Year CAGR

+13.7%

Employees

89

Assets Under Management

Total AUM$15.2B

Discretionary AUM$14.8B

Non-Discretionary AUM$438M

Discretionary %97.1%

Total Clients3,296

Team

Total Employees89

Investment Advisers152

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingSep 21, 2020

Latest FilingMay 28, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CW ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.