A complete list of active advisors currently associated with CW Advisors, LLC

Warmer can help you find a great advisor at CW Advisors, LLC or one who fits your needs even better.

CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management and financial planning, and family office services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations and other business entities. The firm also explicitly serves other registered investment advisers through its CW Advisor Solutions division and acts as investment manager or sub‑advisor to pooled vehicles and private funds. CWA constructs portfolios using a Core‑and‑Satellite approach and a mix of active, passive, quantitative and ESG‑oriented strategies, employing ETFs, mutual funds, alternatives and third‑party managers where appropriate. Investment oversight is centralized through an Investment Oversight Committee and the firm generally retains investment discretion for assets managed directly while preserving non‑discretionary structures for certain private fund allocations. Compared with many peers, CWA is integrated into a larger Osaic corporate group and discloses relationships with related affiliates that provide trust, lending and alternative‑investment platform services (for example, Premier Trust and access to the CAIS platform), and it offers continuity and succession solutions for independent advisors (PRISM). The firm’s Form ADV also documents recent material changes and points clients to its regulatory records for disciplinary and other disclosure information, and it discloses that it serves and manages pooled investment vehicles and private funds—features that are less common among multi‑team advisors.

To learn more about the advisors currently working at CW Advisors, 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.

You can also browse CW Advisors, LLC's office locations.