Data / Investment advisers / Massachusetts / CW Advisors, LLC
CW Advisors, LLC, Boston, MA: $15.2 billion AUM, SEC registered investment adviser
CW Advisors, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $15.2 billion in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 310873
- SEC file number
- 801-119667
- SEC status
- Approved, effective October 21, 2020
- Main office
- 155 Seaport Blvd 3rd Floor, Boston, MA 02210
- Phone
- (617) 428-7600
- Regulatory AUM
- $15,224,527,279 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $14,786,804,899
- Non discretionary AUM
- $437,722,380
- Accounts
- 23,756
- Employees
- 152, of which 89 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 4: 3 private equity funds, 1 other private fund
- Gross assets of private funds
- $28,606,591
- Other offices
- 24
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3,257 | $12.97 billion |
| Individuals (other than high net worth individuals) | 3,169 | $1.43 billion |
| Other investment advisers | 7 | $303.6 million |
| Pension and profit sharing plans | 61 | $294.7 million |
| Corporations or other businesses | 23 | $149.3 million |
| Charitable organizations | 24 | $41.5 million |
| Pooled investment vehicles | 1 | $33 million |
| Banking or thrift institutions | Fewer than 5 | $918,835 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $15.22 billion | March 31, 2026 |
| December 1, 2025 | $9.30 billion | November 21, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Merganser Capital Management, LLC | Boston | $17.66 billion | 4 | adviserinfo.sec.gov |
| Ra Capital Management, LP | Boston | $16.40 billion | 6 | adviserinfo.sec.gov |
| Bain Capital Asset Management, LP | Boston | $16.29 billion | 43 | adviserinfo.sec.gov |
| Battery Management Corp. | Boston | $15.61 billion | 60 | adviserinfo.sec.gov |
| Weiss Asset Management | Boston | $15.56 billion | 2 | adviserinfo.sec.gov |
| Abry Partners II, LLC | Boston | $14.90 billion | 29 | adviserinfo.sec.gov |
| Congress Asset Management Company, LLP | Boston | $14.20 billion | Not listed | adviserinfo.sec.gov |
| Abrams Capital Management, L.P. | Boston | $13.74 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- CW Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.