Hamilton, NJ Office

Team
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CW Advisors, LLC

Multi-team

Firm-wide stats for CW Advisors, LLC

Total advisors

92

Across 34 offices

Clients per advisor

70 High

Avg AUM per client

$2,241,132 Very High

HNW client ratio

51% Very High

About

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.

Based on CW Advisors, LLC

Expertise

Wealth management Private / alternative investments Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Based on CW Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on CW Advisors, LLC

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Based on CW Advisors, LLC

Location

3625 Quakerbridge Road

Hamilton NJ 08619

Advisors at this office

4

Advisors at this office

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Jared R

CFP®, Series 63, Series 65

Hamilton, NJ

CW Advisors, LLC

Jared Reilly is a CFP® professional at CW Advisors, LLC with 18 years of industry experience. He previously worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC from 2007 to 2024. CW Advisors, LLC is a multi-team advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and offers services that include investment management, comprehensive wealth management, financial planning, and family office solutions.

Wealth management Private / alternative investments Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Emily K

CFP®, Series 66

Hamilton, NJ

CW Advisors, LLC

Emily Kamen is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Mercadien Securities, Mercadien Asset Management, and RBC Capital Markets. Outside of her financial advisory role, she teaches a weekly yoga class at a fitness studio. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach and integrates active, passive, quantitative, and ESG strategies across various investment vehicles.

Wealth management Private / alternative investments Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Reginald B

CFP®, Series 63, Series 65

Hamilton, NJ

CW Advisors, LLC

Reginald Burroughs is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, he worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC for 19 years and New England Securities for three years. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies.

Wealth management Private / alternative investments Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kenneth K

Series 63, Series 65

Hamilton, NJ

CW Advisors, LLC

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Mercadien Asset Management, LLC, and Mercadien Securities, LLC for more than two decades. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services ranging from wealth management and financial planning to family office support.

Wealth management Private / alternative investments Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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