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- Custodian
- Charles Schwab & Company · Fidelity/NFS · FNZ Trust · Inspira Financial Trust · LLC · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2009
- Office Locations
- 41
Office Locations
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.
Reported data analysis
What the numbers show
Between November 21, 2025 and August 26, 2026, reported AUM increased 63.7%, from $9.3B to $15.2B.
Across 5 reported observations, AUM increased 140.9% between November 17, 2022 and August 26, 2026, from $6.3B to $15.2B.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 89 advisory representatives and 6,589 clients, or 74 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 41 reported office locations and 17 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full CW Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Candace Cavalier
Chief Compliance Officer, Chief Compliance Officer, General Counsel, General Counsel
- CRD
- --
- Ownership
- Less than 5%
SCOTT WILLIAM DELL'ORFANO
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JENNIFER MARY ADAMS
Wealth Manager
- CRD
- #3080965
Bill D Agostino
Wealth Manager
- CRD
- --
Showing 2 of 107 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
CW Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2025
Review the latest reported holdings
CW Advisors, LLC's 13F holdings detail is available for Q3 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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