CW Advisors
Finance · Massachusetts, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
155 Seaport Blvd, Boston, Massachusetts,...Phone Number
(617) 428-7600Website
www.cwadvisorsgroup.comRevenue
$78.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
3
3
2
2
About CW Advisors
CW Advisors, formerly known as Congress Wealth Management LLC, is an SEC-registered investment management firm dedicated to providing innovative and tailored wealth solutions for individuals, families, foundations, and endowments. The firm offers a fully integrated approach to financial planning, investment consulting, and specialty services, combining the expertise of seasoned investment professionals with a collaborative decision-making process. CW Advisors emphasizes superior service, objective guidance, and a deep understanding of each clients unique circumstances, goals, and personal dynamics. By acting as a trusted center of stability, the firm helps clients preserve and grow their financial assets while delivering personalized, high-quality wealth management solutions.Explore more
CW Advisors Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is CW Advisors your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if CW Advisors had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at CW Advisors
Funding: Get notified immidiatlly once CW Advisors has new funding data
Earning: See what the market has to say on CW Advisors recently announced quarterly report
Check if CW Advisors has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when CW Advisors launches new products
CW Advisors, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if CW Advisors is spiking on competitors!
Recommended Actions
Reach out to Masked Content who joined CW Advisors as Masked Content
Find more new buyers
Company Profile Activity
Activity Insights
CW Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CW Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CW Advisors.
Most Recent Scoops
New Hire
Executive Move
Markell Staffieri has recently joined the organization as Managing Director.
Executive Moves, New Hire
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
CW Advisors News & Media
Latham & Watkins Advises on Osaic's US$13.5 Billion Acquisition of CW Advisors
Firm represents the lenders in the acquisition of the register investment advisor.Audax Private Equity Announces Sale of CW Advisors
BOSTON & SAN FRANCISCO--(BUSINESS WIRE)--Audax Private Equity (“Audax” or “the firm”), a capital partner for middle and lower middle market companies, announced today it has agreed to the sale of CW Advisors, LLC (“CWA”), a registered investment advisor (RIA) managing $13.5 billion in fee-only client assets. Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is acquiring CWA. Terms of the deal are not disclosed. The transaction is expected to close in the thirdCW Advisors Adds Two Boston-Area RIAs
BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. TermsAllocate partners with CW Advisors to expand the firm's private market capabilities
Allocate (www.allocate.co), a leading technology platform transforming private market investing for wealth advisors and family offices, announced today a strategic partnership with CW Advisors (www.cwadvisorsgroup.com), a wealth advisory firm managing approximately $10 billion (as of...
Read more news
Top Finance Companies
Frequently Asked Questions Regarding CW Advisors
Sign Up For FreeTo access detailed company insights
CW Advisors, formerly known as Congress Wealth Management LLC, is an SEC-registered investment management firm dedicated to providing innovative and tailored wealth solutions for individuals, families, foundations, and endowments. The firm offers a fully integrated approach to financial planning, investment consulting, and specialty services, combi... Read More
