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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
- Established Date
- 02-01-2009
- Office Locations
- 44
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.
Team overview
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Asset Classes
Client Personas
Custodian
Geographic Focus
Industry Interests
Investment Themes
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Services
Technology
Owner & Executives
Candace Cavalier
Chief Compliance Officer, 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 118 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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