Cw Advisors, LLC

Registered investment adviser · Boston, MA · CRD #310873

Form ADV data as of 2026-09-01

Regulatory assets

$15.22 billion

Total accounts

23,756

Employees

152

Disclosure events

Firm details

Website: https://www.linkedin.com/company/cw-advisor-solutions
Telephone: (617) 428-7600
SEC file number: 801-119667
Most recent Form ADV filing: 2026-08-26
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 4 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$14.79 billion
Non-discretionary regulatory assets under management	$437.7 million
Total regulatory assets under management	$15.22 billion
Discretionary accounts	22,815
Non-discretionary accounts	941
Total accounts	23,756
Regulatory assets under management attributable to non-U.S. persons	$121.6 million

People

Total employees (excluding clerical)	152
Employees performing investment advisory functions (including research)	89
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	81
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	6
Firms or persons who solicit advisory clients on the firm's behalf	20

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$5.20 billion
Clients for whom the firm has custody	2,287
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$35.4 million
Clients for whom a related person has custody	73
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Trust companyInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Executes agency cross transactions involving advisory client securities
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	3,169	$1.43 billion
High net worth individuals	3,257	$12.97 billion
Banking or thrift institutions	Not reported	$918,835
Pooled investment vehicles (other than investment companies and BDCs)	1	$33.0 million
Pension and profit sharing plans (not the participants or government plans)	61	$294.7 million
Charitable organizations	24	$41.5 million
Other investment advisers	7	$303.6 million
Corporations or other businesses not listed above	23	$149.3 million