About CW Advisors
CW Advisors is a Financial Services company based in Boston (United States) founded in 2004, and was acquired by Osaic in June 2025. Investment management and financial planning services are provided for clients. CW Advisors has completed 7 acquisitions, including Aspire Wealth, Cubic Asset Management and Delta Financial Group. Its chief executive, as recorded, is Paul Lonergan. CW Advisors offers products and services including Wealth Management and Family Office Services. Its focus areas include Asset Management and Diversified. Its legal entity is CW ADVISORS, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
CW Advisors was established in 2004 as a wealth management firm based in Boston, United States. Custom portfolios are constructed for clients using various global asset classes, with adjustments made to align with individual requirements. Financial planning and investment management services are offered to support client objectives in the financial sector. Operations focus on tailored strategies within the wealth management industry.
- Headquarters Boston, United States
- Stage Acquired
- SectorsFinancial Services
- Website cwadvisorsgroup.com
- Social LinkedIn X Facebook
- Acquired by Osaic (Jun 2025)
- Legal Name Cw Advisors, Llc
- InvestorsAudax Private Equity
& 1 more
- Investments & AcquisitionsAspire Wealth
& 6 more
- Acquired byOsaic
(Jun 2025)
Products & Services of CW Advisors
CW Advisors offers a comprehensive portfolio of products and services, including Wealth Management and Family Office Services.
Provides investment strategies and financial planning for individuals.
Offers comprehensive support for high-net-worth families' financial needs.
Funding Insights of CW Advisors
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of CW Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2023 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in CW Advisors
CW Advisors has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Audax Private Equity and Osaic.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments in middle market companies across North America. | audaxprivateequity.com | |||
Wealth management solutions are provided by Osaic to clients. | osaic.com | Scottsdale, United States |
Investor details for CW Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CW Advisors
52 people are tracked at CW Advisors (22 in leadership, 30 in team).
| Name | Role | Group |
|---|---|---|
Michael Galvin | Managing Director | Leadership |
Christopher Bleuher | Managing Director | Leadership |
Paul Lonergan | CEO | Leadership |
Nelly Xavier | Managing Director | Leadership |
Erin Wendell | Chief Financial Officer | Leadership |
Richard Barrett | Chief Investment Officer, Partner | Leadership |
Carl Noble Cfa | Senior VP Of Investments | Leadership |
Sean Dillon Cmt | Senior VP Of Investment Strategy | Leadership |
David Costigan | Senior Vice President | Leadership |
Ken Zannoni | President, CWO | Leadership |
Tamara Gardner S.p.h.r. | VP Of Human Resources | Leadership |
Candace Cavalier | Chief Compliance Officer And General Counsel | Leadership |
Christopher J. Bleuher | Managing Director, West Coast | Leadership |
Sauro Locatelli | Director Of Quantitative Research | Leadership |
Clinton Lynch Cfp | Managing Director | Leadership |
Gary Droz | Managing Director | Leadership |
Scott Dell ’ Orfano | Chief Strategic Officer | Leadership |
John Lenihan | Director Of Accounting | Leadership |
Michael Harty | Managing Director | Leadership |
Richard Villiotte | President, Chief Operating Officer | Leadership |
32 more people are available in the full profile.
Complete people profiles for CW Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by CW Advisors
CW Advisors has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Aspire Wealth, Cubic Asset Management and Delta Financial Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides personalized investment management and financial planning services for clients. | yosemitecapital.com | Newport Beach, United States | 2001 | Nov 2026 | •••• | |
Comprehensive wealth management services are offered to professionals and families. | wolfgroupcapital.com | Fairfax, United States | 1996 | May 2025 | •••• | |
Comprehensive investment advisory and management services are provided. | parsonscapital.com | Providence, United States | 1993 | May 2025 | •••• | |
Diversified asset management services are offered to clients. | deltafinancialgroup.com | Basking Ridge, United States | 1991 | Mar 2025 | •••• | |
Financial planning, investment management, and tax services are provided. | aspirewealthmgt.com | Overland Park, United States | 2015 | Feb 2025 | •••• | |
Diversified asset management services are provided by the firm. | fernwoodinvestment.com | Quincy, United States | 2003 | Feb 2025 | •••• | |
Asset management services are provided to institutional and high-net-worth clients. | cubic-am.com | Boston, United States | 2007 | Jul 2024 | •••• |
Complete acquisition details for CW Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of CW Advisors
11 dated milestones of CW Advisors across 22 years, from founding to its latest funding, stage changes and deals.
- Founded CW Advisors is founded.
- Funding First funding round.
- Acquisition Acquires Cubic Asset Management.
- Acquisition Acquires Fernwood Investment.
- Acquisition Acquires Aspire Wealth.
- Acquisition Acquires Delta Financial Group.
- Acquisition Acquires Parsons Capital Management.
- Acquisition Acquires Wolfgroupcapital.
- Exit Acquired by Osaic.
- Acquisition Acquires Yosemite Capital.
- Acquisition Acquires Yosemite Capital.
Competitors of CW Advisors
CW Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of CW Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of CW Advisors
The website of CW Advisors (cwadvisorsgroup.com) receives about 4.1K visits a month.
- Monthly visits4.1K
▼ 23.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as CW Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Cw Advisors
Complete news archive for CW Advisors
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Frequently Asked Questions about CW Advisors
CW Advisors was founded in 2004 and raised its 1st funding round 19 years after it was founded.
CW Advisors is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Paul Lonergan is the CEO of CW Advisors, as recorded in our data.
CW Advisors was established in 2004 as a wealth management firm based in Boston, United States. Custom portfolios are constructed for clients using various global asset classes, with adjustments made to align with individual requirements. Financial planning and investment management services are offered to support client objectives in the financial sector. Operations focus on tailored strategies within the wealth management industry.
CW Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
CW Advisors offers Wealth Management and Family Office Services.
CW Advisors has made 7 acquisitions, including Aspire Wealth, Cubic Asset Management, and Delta Financial Group.
CW Advisors has 2 investors. Key investors include Audax Private Equity, and Osaic.
CW Advisors operates through Cw Advisors, Llc.
Yes. CW Advisors was acquired by Osaic in June 2025.