CAIN, WATTERS & ASSOCIATES, LLC
SEC RegisteredCompare. Focus. Outperform.
About the firm
CWA's specialized work within the dental industry supports the growth of thousands of clients in all 50 states. Their comprehensive financial services for dentists integrate sound accounting practices and proactive tax planning with opportunities for profitability improvement, delivered through a dedicated team of Dental CPAs and a financial plan uniquely tailored for each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Dental CPA services, bookkeeping and accounting, retirement planning, proactive financial planning, estate planning, life and disability insurance, strategic tax planning, practice transitions, 401(k) and pension planning, tax preparation and filing, practice production and fee analysis, investment advisory services, and benchmarking tools.
Who they serve
Dentists, dental practices, business owners, and associates in all 50 states, including orthodontic and pediatric specialty practices.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,474 | $426M |
| High Net Worth Individuals | 800 | $2.5B |
| State/Municipal Entities | 1 | — |
930 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
75 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAIN, WATTERS & ASSOCIATES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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