Cw Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

310873

SEC number

801-119667

Firm type

RIA

Assets under management

$15.2B as of May 28, 2026

Website

www.cwadvisorsgroup.com ↗

Phone

(617) 428-7600

Address

155 Seaport Blvd, Boston, MA, 02210

Advisors at this firm

85 in our index · page 1 of 2

• Jennifer Mary AdamsCRD 3080965 · Waltham, MA
  IA RegisteredRegistration inactive
• Matthew Parker BeanCRD 7752507 · Boston, MA
  IA Registered
• Tori Lind BenjaminCRD 5074063 · Basking Ridge, NJ
  IA RegisteredRegistration inactive
• John Chrisom BerryCRD 6138977 · Boston, MA
  IA Registered
• Christopher John BleuherCRD 2278037 · Avila Beach, CA
  IA Registered
  Disclosure event(s) on record
• Christopher Hamilton BrashierCRD 2602438 · New Hope, PA
  IA RegisteredRegistration inactive
• Robert Henry BreslinCRD 2269845 · Westport, CT
  IA RegisteredRegistration inactive
• Reginald William BurroughsCRD 1529217 · Hamilton, NJ
  IA RegisteredRegistration inactive
• Alec L BlomquistCRD 7262078 · Mesa, AZ
  IA Registered
• Franklin S BraceyCRD 7362628 · Richmond, VA
  IA RegisteredRegistration inactive
• Lisa Ann CassidyCRD 2094047 · Westport, CT
  IA RegisteredRegistration inactive
• May H CheungCRD 2308828 · Miami, FL
  IA Registered
• Brendan Michael CollinsCRD 6216754 · Boston, MA
  IA RegisteredRegistration inactive
• David John CostiganCRD 3097323 · Boston, MA
  IA Registered
• Sarah Elizabeth CaineCRD 7901657 · Bethlehem, PA
  IA Registered
• William Joseph D'agostinoCRD 2921954 · Waltham, MA
  IA RegisteredRegistration inactive
• John M DemasiCRD 4483350 · Wayne, PA
  IA RegisteredRegistration inactive
• Sean Patrick DillonCRD 4770643 · Columbia, MD
  IA Registered
• Sean Francis DonovanCRD 1437849 · Basking Ridge, NJ
  IA Registered
• Robert Edward DriscollCRD 2741128 · Boston, MA
  IA Registered
• Gary Paul DrozCRD 1081511 · Wynnewood, PA
  IA RegisteredRegistration inactive
• Jennifer Kristine DesistoCRD 3122857 · Boston, MA
  IA Registered
• Scott W EdwardsCRD 7729021 · Lehi, UT
  IA Registered
• Marilee Anne FalcoCRD 3009182 · Bethlehem, PA
  IA Registered
• Roxanne Elizabeth FleszarCRD 713144 · Marblehead, MA
  IA Registered
• Chris Matthew FrantzCRD 5283015 · Torrance, CA
  IA Registered
• Michael William GalvinCRD 6450223 · Boston, MA
  IA Registered
• Mindy Ellen GasthalterCRD 1446745 · Washington, DC
  IA Registered
• Jennifer Rice GatesCRD 2913529 · Boston, MA
  IA Registered
• Michael K GreenCRD 6120487 · Granger, IN
  IA Registered
• Michael Andrew HamoliaCRD 6120458 · Columbia, MD
  IA Registered
• Kristen Jane HollandCRD 5154798 · Boston, MA
  IA Registered
• Wayne W HowellCRD 4435830 · Basking Ridge, NJ
  IA Registered
• Diana Rosalie IanniCRD 1655194 · Basking Ridge, NJ
  IA Registered
• Siobhaun Maus JohnsonCRD 4292907 · Boston, MA
  IA Registered
• Debra T JonesCRD 3079649 · New Hope, PA
  IA RegisteredRegistration inactive
• Michael JoyceCRD 1047470 · Richmond, VA
  IA Registered
• Emily Rose KamenCRD 6532996 · Hamilton, NJ
  IA RegisteredRegistration inactive
• Kenneth Alan KamenCRD 720953 · Hamilton, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Brad KauffmanCRD 2188590 · Columbia, MD
  IA Registered
• Sheetal KhannaCRD 5109268 · Coatesville, PA
  IA Registered
• Mark KhozozianCRD 2133669 · Waltham, MA
  IA RegisteredRegistration inactive
• Jude Arthur KotaridesCRD 4485021 · Havre De Grace, MD
  IA Registered
• Debra Cloud KriebelCRD 4603432 · Kennett Square, PA
  IA Registered
• Eric Todd LansheCRD 2619283 · West Chester, PA
  IA RegisteredRegistration inactive
• Christine Winters LawlessCRD 5534478 · Boston, MA
  IA Registered
• Meghan Patricia LeeCRD 7750566 · New York, NY
  IA Registered
• Robert David LenCRD 2847676 · Fairfax, VA
  IA Registered
• Joseph A LevyCRD 6613118 · Boston, MA
  IA RegisteredRegistration inactive
• Christopher Earl LindenthalCRD 5354326 · New Hope, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.