C
$15.2B Total AUM
$14.8B Disc. AUM
30.2% 3Y CAGR
152 Employees
6,589 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · FNZ Trust · Inspira Financial Trust · LLC · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Wave alphaSignal frontier +more
- Established Date
- 02-01-2009
- Office Locations
- 32
Office Locations
1 N Macdonald 201 Mesa AZ
1 South Sugan Road NEW Hope PA
12701 Fair Lakes Circle Suite 220 Fairfax VA
About CW Advisors, LLC
CW Advisors, LLC is a national wealth management firm providing personalized financial planning and investment management for individuals and families, including entrepreneurs and retirees. The team takes a unified, multi-disciplinary approach and uses sophisticated tools and market analysis to adapt portfolios over time, with access to public markets and alternative opportunities. Primary custody includes Schwab and Fidelity.
Team overview
47 AVG AGE
$171.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
2.8 yrs AVG TENURE
152 Employees
89 Advisory Reps
81 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Vector North element Vector Catalyst value Glacier vertex Focus prime Fusion foundation Peak wave Delta
Client Personas
Frontier Summit
Custodian
Alpha summit Crest peak Foundation capital Signal vector Pioneer Matrix harbor
Investment Themes
Unison Vertex Momentum Insight Insight Peak matrix Peak wave
Investment Vehicles
Vital Foundation Pioneer quantum
Platform
Timber Eagle Delta ridge Insight zenith
Services
Pioneer Momentum Pioneer vertex Ember quantum Eagle Unison Capital Vertex
Technology
Frontier Pathway Vital
Owner & Executives
Candace Cavalier
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
(907) 796-6713
pioneer.summit@meridiancapital.com
in linkedin.com/in/signal-signal
S
SCOTT WILLIAM DELL'ORFANO
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(469) 796-1742
prime.foundation@bridgecapital.com
in linkedin.com/in/harbor-north
O
Optima zenith
Signal glacier alpha
- CRD
- #76917
- Ownership
- 11.9%
(312) 203-3485
vector.timber@glaciercapital.com
in linkedin.com/in/delta-crest
Showing 2 of 5 owners & executives
Unlock allContacts
JENNIFER MARY ADAMS
Wealth Manager
- CRD
- #3080965
(670) 395-6317
ridge.delta@northcapital.com
in linkedin.com/in/vertex-atlas
MATTHEW PARKER BEAN
Client Advisor
- CRD
- #7752507
(942) 554-1270
peak.value@zenithcapital.com
in linkedin.com/in/atlas-signal
C
Crest alpha
Timber eagle unison
- CRD
- #78441
(354) 545-1671
wave.oak@insightcapital.com
in linkedin.com/in/vector-insight
Showing 2 of 91 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,786,804,899 | $648,118 |
| Non-Discretionary | $437,722,380 | $465,167 |
| Total | $15,224,527,279 | $640,871 |
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Separately Managed Accounts
Total SMA Asset: $15,191,508,814
Equity - Exchange:
15.7% Public Funds:
17.5% Cash:
10.8% Corporate - Investment Grade:
11.3% U.S. Government/Agency:
16.7% Private Funds:
9.4% Equity - OTC:
14.5% Other:
4.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,232,127,169 | 15.7% |
| Public Funds | $1,373,390,156 | 17.5% |
| Cash | $847,577,925 | 10.8% |
| Corporate - Investment Grade | $886,817,644 | 11.3% |
| U.S. Government/Agency | $1,310,606,606 | 16.7% |
| Private Funds | $737,706,712 | 9.4% |
| Equity - OTC | $1,137,951,844 | 14.5% |
| Other | $321,765,693 | 4.1% |
| Total | $7,847,943,749 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST PRIME TIMBER | ALPHA PEAK | G2K1BY7WR | OCCQ | 10.80% | $16,413,276 |
| DELTA SIGNAL | CAPITAL VITAL | QHPDQDLIB | RAUDL | 5.67% | $1,549,757 |
| OPTIMA FUSION PEAK | SIGNAL LEGACY | YZTTEKWM4 | MQDT | 4.74% | $59,907,095 |
| NORTH OPTIMA NORTH | WAVE MOMENTUM | H284YL374 | ONDH | 4.94% | $66,767,641 |
| ZENITH CAPITAL | PEAK CATALYST | V0XAZTSTO | THCF | 7.31% | $68,146,798 |
| GLACIER VERTEX DELTA | UNISON MATRIX | QGNGOGUH8 | WIRUP | 6.04% | $77,692,013 |
| MERIDIAN FRONTIER WAVE | MATRIX WAVE | KH6KYDYBZ | COLJJ | 5.41% | $51,260,599 |
| EMBER RADIAL | LEGACY CAPITAL | 0KIX7046Z | DWN | 0.85% | $85,562,092 |