CW Advisors, LLC
BOSTON, MA · CIK 1904976 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2020 · limited liability company
- Assets managed$15.2bn
- Staff152 · 89 in investment roles
- Main clients (by assets)High net worth individuals 85%, Individuals 9%, Other advisers 2%
- Private funds4 · $28.6m gross assets
- Form ADV · 2026-08-26SEC adviser record
- Kindprivate equity, wealth
- Others nearbyBoston, MA, New York, NY, Meriden, CT, Scottsdale, AZ, Atlanta, GA, Cleveland, OH
- FamilyOSAIC HOLDINGS, INC. · 6 related pages · largest: OSAIC HOLDINGS, INC.
As an employer
- Offices in1 country
- Private fundsother private 1, private equity 3
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Boston, MA (main office)United States | about 27 |
| Columbia, MDUnited States | 9 |
| Basking Ridge, NJUnited States | 8 |
| Bethlehem, PAUnited States | 4 |
| Falls Church, VAUnited States | 4 |
| Hamilton Township, NJUnited States | 4 |
| New Hope, PA2 officesUnited States | 4 |
| Richmond, VAUnited States | 3 |
| Torrance, CAUnited States | 3 |
| Waltham, MAUnited States | 3 |
| Wynnewood, PAUnited States | 3 |
| Lehi, UTUnited States | 2 |
12 more cities
| Mesa, AZUnited States | 2 |
| Miami, FLUnited States | 2 |
| Quincy, MAUnited States | 2 |
| Avila Beach, CAUnited States | 1 |
| Bethesda, MDUnited States | 1 |
| Charlotte, NCUnited States | 1 |
| Chicago, ILUnited States | 1 |
| Durham, NCUnited States | 1 |
| Pittsburgh, PAUnited States | 1 |
| Scottsdale, AZUnited States | 1 |
| Wayne, PAUnited States | 1 |
| Westport, CTUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.