firm profile
CW Advisors, LLC
Overview
CW Advisors, LLC is an SEC registered investment adviser based in Boston, MA, registered since 2020. It reports $15.2B in assets under management across 23,756 accounts, with 152 employees. It has 93 investment adviser representatives.
- Reported AUM
- $15.2B
- Discretionary
- 97%
- Accounts
- 23,756
- Average account
- $641K
- Employees
- 152
- Advisory reps
- 93
- Registered since
- 2020
- Jurisdictions
- 51
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Scott William Dell'Orfano Chief Executive Officer CRD 2126534
- Kenneth Richard Zannoni President, Chief Wealth Officer CRD 3113495
- Richard James Villiotte President, Chief Operating Officer CRD 5645933
2 more executive officers, with direct contact details
Advisory reps 3 of 93
- Jennifer M Adams Insurance Agent · Investment Adviser Rep CRD 3080965
- Matthew Parker Bean Investment Adviser Rep CRD 7752507
- Tori L Benjamin Insurance Agent · Investment Adviser Rep CRD 5074063
90 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 155 Seaport Blvd Fl 3
Boston, MA 02210 - County
- Suffolk
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: cwadvisorsgroup.com
Every state, with registration dates
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