New Hope, PA Old York Road Office

CW Advisors, LLC is a multi‑team registered investment adviser with roughly $15 billion in assets under management that serves individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, pooled vehicles and other registered investment advisers. The firm provides wealth management and financial planning, retirement plan advisory, family‑office services for qualified clients, ongoing portfolio management, and sub‑advisory and business‑continuity services through its CW Advisor Solutions division.

CWA follows a Core‑and‑Satellite investment framework combining active, passive, strategic, quantitative and ESG strategies across global equities, fixed income and alternative asset classes, and makes use of internally managed risk‑managed series (e.g., Prime, Market, Quantitative, Strategic Market, Alpine and Clean/Green/Global series). It routinely engages third‑party managers and retains discretionary authority for many client portfolios, while also recommending and placing assets in pooled and private fund vehicles when appropriate.

The brochure highlights several features that are less common among multi‑team firms: CWA acts as adviser and manager to multiple private and pooled vehicles (including CWA‑managed funds and named vehicles such as the MJA Special Opportunities Fund and CW Strategic Real Estate Fund) and provides sub‑advisory, succession and continuity solutions (PRISM) to other independent RIAs. It also discloses an affiliation with an in‑house trust company (Premier Trust), its ownership within the Osaic/Reverence Capital group and participation on the CAIS alternative‑investment platform, and notes recent material changes such as an amendment to its wealth management fee and the removal of a minimum relationship size.