Advisent Employee Directory

Advisent, formerly known as CWDL, is a specialized accounting and advisory firm headquartered in San Diego, California, providing audit, tax, accounting, and advisory services to highly regulated sectors. Founded in 2014 as CWDL, the firm rebranded to Advisent in September 2025 to reflect its evolution into a broader, team-centered organization wit... h expanded capabilities. The name Advisent combines the words advise and ascend, embodying the firm's commitment to guiding clients upward and empowering them to reach greater heights. Advisent operates under an alternative practice structure with Advisent Assurance LLP delivering audit and attest services and Advisent LLC offering tax, consulting, and other non-attest services, both serving clients under the unified Advisent brand. The firm specializes in three primary industries including mortgage banking, government entities, and education, with particular expertise serving independent mortgage banks, Arizona governmental entities including school districts and charter schools, and closely held businesses. Advisent provides comprehensive services including financial audits, regulatory audits, compliance audits, single audits for government and education under OMB Uniform Guidance, year-end financial statement audits, mortgage compliance audits and reviews, full-service accounting with sector expertise, tax planning and preparation aligned with organizational structures and growth goals, and advisory services for mergers and acquisitions. In September 2025, Advisent joined Crete Professionals Alliance, a national partnership of over 20 premier accounting and advisory firms backed by Thrive Capital and Bessemer Venture Partners, which was named Accounting Today's fastest-growing firm. This partnership provides Advisent with access to expanded back-office capabilities, cutting-edge technology including AI-driven tools, enhanced operational infrastructure, and increased investment in finance, HR, and IT resources while maintaining local leadership and autonomy. The ...Read More