ria
CW Advisors
BOSTON, MA
CRD: 310873
In network coverage since October 20, 2026 · 2 stories
$15.2BRegulatory AUMSEC Form ADV · Oct 24
152EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Dec 31, 24Deal closedOsaic · $13.5B
Network coverage
M&A
LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%
DeVoe & Company's Q3 2026 Deal Book says LPL has bought more than 75 practices since 2021, and sellers above $5 billion have already set a full-year record.