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 2 of 2

• David Alan LocherCRD 872960 · New Hope, PA
  IA Registered
• Clinton Dean LynchCRD 5081294 · Boston, MA
  IA RegisteredRegistration inactive
• Frank Paul LombardiCRD 7921310 · Boston, MA
  IA Registered
• Brendan Michael LortieCRD 7042403 · Boston, MA
  IA Registered
• Joseph John MacellaraCRD 1070012 · Basking Ridge, NJ
  IA Registered
• Jamie Lee MaloneCRD 5823046 · Richmond, VA
  IA Registered
• Joseph Dennis MarroccoCRD 5983899 · Basking Ridge, NJ
  IA RegisteredRegistration inactive
• Michael John MurphyCRD 6405937 · Boston, MA
  IA Registered
• Brian MacellaraCRD 8031615 · Basking Ridge, NJ
  IA Registered
• Richard Ernest MilburnCRD 7741160 · Wynnewood, PA
  IA Registered
• Carl Wesley NobleCRD 4590719 · Columbia, MD
  IA Registered
• Philippe Robert OertleCRD 5192671 · Torrance, CA
  IA Registered
  Disclosure event(s) on record
• Cesar Alfonso OrtegaCRD 6600159 · Fairfax, VA
  IA Registered
• Kevin Randoll OstergaardCRD 6375261 · Fairfax, VA
  IA RegisteredRegistration inactive
• Russell John ParsonsCRD 2027667 · New Hope, PA
  IA RegisteredRegistration inactive
• David Eugene PasiCRD 2480299 · Basking Ridge, NJ
  IA Registered
• Kimball Eric PierceCRD 5039592 · Lehi, UT
  IA RegisteredRegistration inactive
• Andrew H ParsonsCRD 7214200 · Salt Lake City, UT
  IA Registered
• Jennifer Lynn PiesonCRD 8223884 · Bethlehem, PA
  IA Registered
• Thomas Patrick ReillyCRD 827625 · Quincy, MA
  IA Registered
  Disclosure event(s) on record
• Joshua Kenworthy RiversCRD 4255164 · Columbia, MD
  IA RegisteredRegistration inactive
• Thomas William RaynorCRD 7124329 · Columbia, MD
  IA Registered
• Nathaniel David RobinsonCRD 6336837 · Midlothian, VA
  IA Registered
• Michael Edward ShiresCRD 6322167 · Columbia, MD
  IA Registered
• Markell Anthony StaffieriCRD 5618766 · Lehi, UT
  IA RegisteredRegistration inactive
• Michael Anthony StaffieriCRD 1354753 · Lehi, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Wilson StangeCRD 6086497 · Mesa, AZ
  IA RegisteredRegistration inactive
• Cody Lyn SantmyerCRD 8221626 · Richmond, VA
  IA Registered
• Jeffrey Keith TrollCRD 4048035 · Columbia, MD
  IA Registered
• Charles Kent VerruggioCRD 4203594 · Pittsburgh, PA
  IA Registered
• Frederick Marcus WarburgCRD 5069452 · Quincy, MA
  IA Registered
• Stephen Olan WrightCRD 2357546 · Miami, FL
  IA Registered
• Nelly Coleta XavierCRD 4480260 · Boston, MA
  IA RegisteredRegistration inactive
• Kenneth Richard ZannoniCRD 3113495 · Boston, MA
  IA Registered
  Disclosure event(s) on record
• Eric Oscar ZeltnerCRD 6421689 · Wynnewood, 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.