A complete list of active advisors currently associated with Cain, Watters & Associates, LLC

Warmer can help you find a great advisor at Cain, Watters & Associates, LLC or one who fits your needs even better.

Cain, Watters & Associates provides financial planning, retirement planning, and portfolio management primarily to individuals, trustees/plan sponsors, and professional entities, with a concentration on dental and other healthcare professionals. Services described in the brochure include comprehensive financial planning, ERISA pension plan advice, unified managed accounts (UMA), separately managed accounts (SMA), pooled investment fund access, and donor-advised fund services. The firm says it teaches a long‑term investing philosophy and implements client strategies through a mix of discretionary and non‑discretionary programs, model allocations, and third‑party money managers. As disclosed, CWA manages roughly $2.38 billion on a discretionary basis and about $2.65 billion on a non‑discretionary basis, reflecting an atypically large non‑discretionary footprint relative to many peers. CWA is part of a holding‑company structure with several affiliated businesses—including a CPA/accounting practice (CWA Tax and Accounting and CFOOrtho), an affiliated national bank that offers collective investment funds (T Bank), an affiliated adviser (Tectonic), and a broker‑dealer (Sanders Morris)—and it discloses recommendations of those affiliates’ products and services. The brochure also highlights niche offerings for dentists and practice transitions (e.g., 7 Pillars, NDP) and does not emphasize traditional corporate or large business client relationships.

To learn more about the advisors currently working at Cain, Watters & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.