CW Advisors

Arlington, Virginia

Call (703) 652-6255 Visit website →

About

CW Advisors is a wealth management firm based in Arlington, Virginia, with $15.6 billion in assets under management across 23 offices and a team of 168 employees. The firm operates on a fee-only model and offers wealth management, financial planning, and investment solutions, supported by professionals holding 50 CFP® designations, 14 CFA® credentials, and 6 CPA certifications. The firm's stated approach involves a discovery phase to understand client goals, strategy development and implementation in collaboration with other advisors, and ongoing adjustments as circumstances change. Client assets are held with independent custodians including Fidelity Investments and Charles Schwab, with compliance and performance oversight managed by third-party fiduciaries.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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