New Hope, PA North Main St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CW Advisors, LLC
Multi-team
Firm-wide stats for CW Advisors, LLC
About
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.
Based on CW Advisors, LLC
Expertise
Based on CW Advisors, LLC
Location
31 North Main St
New Hope PA 18938
Advisors at this office
3
Advisors at this office
Christopher B
Series 63, Series 65
New Hope, PA
CW Advisors, LLC
Christopher Brashier is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing (1999–2011), Wells Fargo Advisors (2011–2021), and Chb Investment Group, LLC (2011–2025) before joining CW Advisors in 2025. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets and serving a diverse client base including individuals, families, trusts, charitable organizations, pension plans, corporations, and other registered investment advisers. The firm uses a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies across various asset classes and offers services such as wealth management, financial planning, retirement plan advisory, family-office solutions, and sub-advisory and business-continuity services.
Christopher L
CFP®, Series 66
New Hope, PA
CW Advisors, LLC
Christopher Lindenthal is a CFP®-certified financial advisor at CW Advisors, LLC with 18 years of industry experience. He previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. Outside of his advisory work, he is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other advisers, employing a Core-and-Satellite investment approach that includes active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.
Debra J
Series 66
New Hope, PA
CW Advisors, LLC
Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at CW Advisors since 2025. Her prior experience includes roles at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and various institutional entities, offering wealth management, retirement plan advisory, family-office services, and sub-advisory solutions through a Core-and-Satellite investment framework.
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