CA
CW ADVISORS, LLC
SEC RegisteredBOSTON, MAhttps://cwadvisorsgroup.com(617) 428-7600
Assets Under Management
$5B–$25B
Employees
152
Office Locations
15 offices
Total Accounts
23756
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,169 | $1.4B |
| High Net Worth Individuals | 3,257 | $13.0B |
| Pension/Profit Sharing Plans | 1 | $33M |
| Charitable Organizations | 61 | $295M |
| State/Municipal Entities | 24 | — |
| Insurance Companies | 7 | — |
47 total clients reported on Form ADV.
Leadership
Llc Harborview Partners 2012
HOLDING COMPANY PARENT
Inc. Ci Us Holdings
MEMBER
Paul Andrew Lonergan
PRESIDENT
Lagan Wildwood Investments Llc
MANAGING MEMBER
Richard James Villiotte
CHIEF OPERATING OFFICER
Richard James Barrett
CHIEF INVESTMENT OFFICER
Matthew Terence Lagan
OFFICER
Candace Cavalier
CHIEF COMPLIANCE OFFICER
Lagan Holding Company Trust
GENERAL PARTNER
Ci Financial Corp.
PARENT COMPANY
Paul Andrew Lonergan
MEMBER
Christopher Michael Lagan
TRUSTEE
Daniel Anthony Lagan
TRUSTEE
Erin Marie Wendell
CHIEF FINANCIAL OFFICER
Office locations
15 offices in 8 states
MA
BOSTONHQ
PA
WYNNEWOOD
AZ
SCOTTSDALE
CT
WESTPORT
CA
AVILA BEACH
MD
BETHESDA
MA
BOSTON
NJ
HAMILTON TOWNSHIP
MD
COLUMBIA
FL
MIAMI
Advisors at this firm
22 advisors in the directory
Jennifer Mary Adams
Investment Adviser Representative
Christopher John Bleuher
Investment Adviser Representative
Alec L Blomquist
Investment Adviser Representative
Lisa Ann Cassidy
Investment Adviser Representative
May H Cheung
Investment Adviser Representative
William Joseph D'Agostino
Investment Adviser Representative
Marilee Anne Falco
Investment Adviser Representative
Michael Andrew Hamolia
Investment Adviser Representative
Debra T Jones
Investment Adviser Representative
Kenneth Alan Kamen
Investment Adviser Representative
Jude Arthur Kotarides
Investment Adviser Representative
Meghan Patricia Lee
Investment Adviser Representative
Joseph A Levy
Investment Adviser Representative
David Alan Locher
Investment Adviser Representative
Cesar Alfonso Ortega
Investment Adviser Representative
Andrew H Parsons
Investment Adviser Representative
David Eugene Pasi
Investment Adviser Representative
Markell Anthony Staffieri
Investment Adviser Representative
Michael Anthony Staffieri
Investment Adviser Representative
Andrew Wilson Stange
Investment Adviser Representative
Stephen Olan Wright
Investment Adviser Representative
Nelly Coleta Xavier
Investment Adviser Representative
Regulatory & compliance
CRD number
#310873
SEC Number
801-119667
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
cwadvisorsgroup.comPhone
(617) 428-7600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CW ADVISORS, 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.