CA
CW ADVISORS, LLC
SEC RegisteredYour Catalyst for Building Wealth
BOSTON, MAhttps://cwadvisorsgroup.com(617) 428-7600
Assets Under Management
$5B–$25B
Employees
152
Office Locations
10 offices
Total Accounts
23756
About the firm
CW Advisors is a wealth management firm with a national reach, managing $15.6B in AUM across 23 offices with 168 employees. The firm focuses on wealth management, financial planning, and investment solutions, crafting personalized strategies tailored to clients' evolving needs.
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
Areas of expertise
Wealth ManagementInvestment ManagementFinancial PlanningPersonalized StrategiesMarket InsightsLegacy Planning
Services
Wealth management, financial planning, and investment solutions, including personalized strategies built around individual goals and needs.
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
10 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
88 advisors in the directory
Jennifer Mary Adams
Investment Adviser Representative
Matthew Parker Bean
Investment Adviser Representative
Tori Lind Benjamin
Investment Adviser Representative
John Chrisom Berry
Investment Adviser Representative
Christopher Hamilton Brashier
Investment Adviser Representative
Robert Henry Breslin III
Investment Adviser Representative
Reginald William Burroughs
Investment Adviser Representative
Christopher John Bleuher
Investment Adviser Representative
Alec L Blomquist
Investment Adviser Representative
Franklin S Bracey
Investment Adviser Representative
Brendan Michael Collins
Investment Adviser Representative
David John Costigan
Investment Adviser Representative
Sarah Elizabeth Caine
Investment Adviser Representative
Lisa Ann Cassidy
Investment Adviser Representative
May H Cheung
Investment Adviser Representative
William Joseph D'Agostino
Investment Adviser Representative
John M Demasi
Investment Adviser Representative
Sean Patrick Dillon
Investment Adviser Representative
Sean Francis Donovan
Investment Adviser Representative
Robert Edward Driscoll
Investment Adviser Representative
Gary Paul Droz
Investment Adviser Representative
Jennifer Kristine Desisto
Investment Adviser Representative
Scott W Edwards
Investment Adviser Representative
Roxanne Elizabeth Fleszar
Investment Adviser Representative
Marilee Anne Falco
Investment Adviser Representative
Michael William Galvin
Investment Adviser Representative
Mindy Ellen Gasthalter
Investment Adviser Representative
Jennifer Rice Gates
Investment Adviser Representative
Michael K Green
Investment Adviser Representative
Michael Kevin Harty
Investment Adviser Representative
Christopher Scott Heyman
Investment Adviser Representative
Kristen Jane Holland
Investment Adviser Representative
Wayne W Howell
Investment Adviser Representative
Michael Andrew Hamolia
Investment Adviser Representative
Diana Rosalie Ianni
Investment Adviser Representative
Siobhaun Maus Johnson
Investment Adviser Representative
Michael Joyce
Investment Adviser Representative
Debra T Jones
Investment Adviser Representative
Emily Rose Kamen
Investment Adviser Representative
David Brad Kauffman
Investment Adviser Representative
Sheetal Khanna
Investment Adviser Representative
Mark Khozozian
Investment Adviser Representative
Debra Cloud Kriebel
Investment Adviser Representative
Kenneth Alan Kamen
Investment Adviser Representative
Jude Arthur Kotarides
Investment Adviser Representative
Eric Todd Lanshe
Investment Adviser Representative
Christine Winters Lawless
Investment Adviser Representative
Robert David Len
Investment Adviser Representative
Christopher Earl Lindenthal
Investment Adviser Representative
Clinton Dean Lynch
Investment Adviser Representative
Meghan Patricia Lee
Investment Adviser Representative
Joseph A Levy
Investment Adviser Representative
David Alan Locher
Investment Adviser Representative
Frank Paul Lombardi III
Investment Adviser Representative
Brendan Michael Lortie
Investment Adviser Representative
Joseph John Macellara
Investment Adviser Representative
Jamie Lee Malone
Investment Adviser Representative
Joseph Dennis Marrocco
Investment Adviser Representative
Michael John Murphy
Investment Adviser Representative
Brian Macellara
Investment Adviser Representative
Richard Ernest Milburn
Investment Adviser Representative
Carl Wesley Noble
Investment Adviser Representative
Kevin Randoll Ostergaard
Investment Adviser Representative
Cesar Alfonso Ortega
Investment Adviser Representative
Russell John Parsons
Investment Adviser Representative
Kimball Eric Pierce
Investment Adviser Representative
Andrew H Parsons
Investment Adviser Representative
David Eugene Pasi
Investment Adviser Representative
Jennifer Lynn Pieson
Investment Adviser Representative
Jared Michael Reilly
Investment Adviser Representative
Thomas Patrick Reilly
Investment Adviser Representative
Joshua Kenworthy Rivers
Investment Adviser Representative
Thomas William Raynor
Investment Adviser Representative
Nathaniel David Robinson
Investment Adviser Representative
Michael Edward Shires
Investment Adviser Representative
Brandon Philip Stoker
Investment Adviser Representative
Cody Lyn Santmyer
Investment Adviser Representative
Markell Anthony Staffieri
Investment Adviser Representative
Michael Anthony Staffieri
Investment Adviser Representative
Andrew Wilson Stange
Investment Adviser Representative
Jeffrey Keith Troll
Investment Adviser Representative
David Saul Turbiner
Investment Adviser Representative
Charles Kent Verruggio
Investment Adviser Representative
Frederick Marcus Warburg
Investment Adviser Representative
Stephen Olan Wright
Investment Adviser Representative
Nelly Coleta Xavier
Investment Adviser Representative
Kenneth Richard Zannoni
Investment Adviser Representative
Eric Oscar Zeltner
Investment Adviser Representative
Regulatory & compliance
CRD number
#310873
SEC Number
801-119667
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $1,000,000 (waivable)
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.