About GW Advisors
GW Advisors is a Financial Services company based in Lewisville (United States) founded in 2008, and was acquired by Merit Financial Advisors in August 2025. Provider of wealth management services. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
GW Advisors was founded in 2008 and is headquartered in Lewisville, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Advisory services for investment portfolios, financial planning, and asset allocation are delivered to individual and institutional clients. The firm maintains its primary activities within the domestic market, supported by its online presence at gwadvisors.net.
- Headquarters Lewisville, United States
- Stage Acquired
- SectorsFinancial Services
- Website gwadvisors.net
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Merit Financial Advisors (Aug 2025)
- Investors
- Acquired byMerit Financial Advisors
(Aug 2025)
Apps and channels of GW Advisors
its YouTube channel Global Wealth Advisors has 404 subscribers and 30 videos.
Videos from GW Advisors
The most watched videos on GW Advisors's YouTube channel, Global Wealth Advisors (404 subscribers). Click a video to play it here.
More on Global Wealth Advisors.
Investors in GW Advisors
GW Advisors has secured backing from 1 investor. Prominent investors backing the company include Merit Financial Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 1995 | meritfinancialadvisors.com | Alpharetta, United States |
Investor details for GW Advisors
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Timeline of GW Advisors
2 dated milestones of GW Advisors across 17 years, from founding to its latest funding, stage changes and deals.
- Founded GW Advisors is founded.
- Exit Acquired by Merit Financial Advisors.
Competitors of GW Advisors
GW Advisors has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of GW Advisors
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- Full competitor set
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Web traffic of GW Advisors
Websites that share an audience with GW Advisors (gwadvisors.net).
Websites whose visitors overlap most with GW Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tciwealth.com | 100% | #1,319,783 | View details | ||
| carystreetpartners.com | 99% | 5.9K | #3,069,121 | View details | |
| fortpittcapital.com | 98% | #1,547,038 | View details | ||
| purefinancial.com | 97% | 14.8K | #1,591,272 | View details | |
| floridafa.com | 90% | 680.7K | #1,852,163 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 39 similar websites and full traffic analytics for GW Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 39 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as GW 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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Frequently Asked Questions about GW Advisors
GW Advisors was founded in 2008.
GW Advisors is headquartered in Lewisville, United States. It is registered at Lewisville, Texas, United States.
GW Advisors was founded in 2008 and is headquartered in Lewisville, United States. Operations are conducted in the financial services sector, with a focus on wealth management. Advisory services for investment portfolios, financial planning, and asset allocation are delivered to individual and institutional clients. The firm maintains its primary activities within the domestic market, supported by its online presence at gwadvisors.net.
GW Advisors's top competitors include Focus Financial Partners, Raymond James and Wintrust.
GW Advisors has 1 investor. Key investors include Merit Financial Advisors.
Yes. GW Advisors was acquired by Merit Financial Advisors in August 2025.