DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisors
Advisors registered through Cw Advisors, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jennifer Mary Adams Certified Financial Planner | Cw Advisors, LLC independent RIA | Boston, Ma | Jan 2, 2025 | 28 y | 2 | 2 |
| Matthew Parker Bean | Cw Advisors, LLC independent RIA | Boston, Ma | Jun 7, 2023 | 11 y | 0 | 1 |
| Tori Lind Benjamin Certified Financial Planner | Cw Advisors, LLC independent RIA | Boston, Ma | Mar 31, 2025 | 19 y | 1 | 1 |
| J••• C•••••• B•••• | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 21, 2020 | 13 y | 2 | 1 |
| C••••••••• J••• B•••••• | C• A•••••••• L•• independent RIA | Avila Beach, Ca | Oct 21, 2020 | 29 y | 5 | 1 |
| F••••••• S• B••••• Chartered Financial Analyst | C• A•••••••• L•• independent RIA | Richmond, Va | May 5, 2026 | 14 y | 1 | 1 |
| C••••••••• H••••••• B••••••• | C• A•••••••• L•• independent RIA | New Hope, Pa | Aug 29, 2025 | 31 y | 3 | 1 |
| R••••• H•••• B•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Westport, Ct | May 11, 2022 | 34 y | 3 | 2 |
| R••••••• W•••••• B•••••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Hamilton, Nj | Jun 13, 2024 | 40 y | 2 | 1 |
| S•••• E•••••••• C•••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Aug 16, 2024 | 24 y | 1 | 1 |
| L••• A•• C•••••• | C• A•••••••• L•• independent RIA | Boston, Ma | Jul 1, 2021 | 35 y | 5 | 1 |
| M•• H• C••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Miami, Fl | Apr 29, 2021 | 26 y | 2 | 1 |
| B•••••• M•••••• C•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Nov 22, 2021 | 12 y | 3 | 1 |
| D•••• J••• C••••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Nov 9, 2020 | 27 y | 9 | 1 |
| W•••••• J••••• D••••••••• | C• A•••••••• L•• independent RIA | Waltham, Ma | Jan 2, 2025 | 29 y | 2 | 2 |
| J••• M• D••••• Chartered Financial Consultant | C• A•••••••• L•• independent RIA | Wayne, Pa | Aug 1, 2025 | 24 y | 7 | 1 |
| J••••••• K••••••• D•••••• Chartered Financial Analyst | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 3, 2024 | 27 y | 1 | 1 |
| S••• P•••••• D••••• | C• A•••••••• L•• independent RIA | Columbia, Md | Jun 14, 2023 | 22 y | 2 | 1 |
| B•••• A•••• D•••••• | C• A•••••••• L•• independent RIA | Torrance, Ca | Jun 1, 2026 | 18 y | 2 | 1 |
| S••• F•••••• D•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Basking Ridge, Nj | Mar 28, 2025 | 40 y | 1 | 1 |
| R••••• E••••• D••••••• | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 21, 2020 | 30 y | 1 | 1 |
| G••• P••• D••• | C• A•••••••• L•• independent RIA | Wynnewood, Pa | Sep 20, 2023 | 43 y | 2 | 1 |
| S•••• W• E•••••• | C• A•••••••• L•• independent RIA | Lehi, Ut | Feb 2, 2026 | 10 y | 1 | 1 |
| M•••••• A••• F•••• Certified Financial Planner, Chartered Financial Consultant | C• A•••••••• L•• independent RIA | Bethlehem, Pa | Aug 16, 2024 | 28 y | 2 | 1 |
| R•••••• E•••••••• F•••••• Certified Financial Planner, Chartered Financial Consultant | C• A•••••••• L•• independent RIA | Boston, Ma | Sep 1, 2022 | 45 y | 1 | 1 |
| C•••• M•••••• F••••• | C• A•••••••• L•• independent RIA | Torrance, Ca | Jun 1, 2026 | 19 y | 4 | 1 |
| M•••••• W•••••• G••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 28, 2020 | 15 y | 1 | 1 |
| M•••• E•••• G••••••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 26, 2022 | 40 y | 3 | 1 |
| J••••••• R••• G•••• | C• A•••••••• L•• independent RIA | Boston, Ma | Nov 4, 2020 | 28 y | 4 | 1 |
| M•••••• K• G•••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Granger, In | Sep 30, 2021 | 14 y | 1 | 1 |
| M•••••• A••••• H•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Columbia, Md | Apr 19, 2021 | 20 y | 1 | 1 |
| M•••••• K•••• H•••• Chartered Financial Analyst | C• A•••••••• L•• independent RIA | Boston, Ma | Nov 19, 2020 | 16 y | 2 | 1 |
| C••••••••• S•••• H••••• Chartered Financial Analyst | C• A•••••••• L•• independent RIA | Boston, Ma | Feb 2, 2026 | 18 y | 2 | 1 |
| K•••••• J••• H•••••• | C• A•••••••• L•• independent RIA | Boston, Ma | Feb 5, 2025 | 22 y | 1 | 1 |
| W•••• W• H••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Basking Ridge, Nj | Mar 24, 2025 | 39 y | 4 | 1 |
| D•••• R•••••• I•••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Mar 28, 2025 | 39 y | 0 | 1 |
| S••••••• M••• J•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Nov 3, 2020 | 25 y | 2 | 1 |
| D•••• T• J•••• | C• A•••••••• L•• independent RIA | New Hope, Pa | Aug 29, 2025 | 18 y | 3 | 1 |
| M•••••• J•••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Richmond, Va | Aug 16, 2024 | 35 y | 2 | 2 |
| E•••• R••• K•••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Jun 13, 2024 | 10 y | 2 | 2 |
| K•••••• A••• K•••• | C• A•••••••• L•• independent RIA | Hamilton, Nj | Jun 13, 2024 | 24 y | 1 | 2 |
| D•••• B••• K••••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Apr 19, 2021 | 34 y | 4 | 1 |
| S•••••• K••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Aug 1, 2025 | 33 y | 1 | 1 |
| M••• K•••••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Jan 2, 2025 | 35 y | 1 | 2 |
| J••• A••••• K•••••••• Personal Financial Specialist | C• A•••••••• L•• independent RIA | Havre De Grace, Md | Dec 25, 2023 | 34 y | 1 | 1 |
| D•••• C•••• K•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Sep 28, 2022 | 29 y | 1 | 1 |
| E••• T••• L••••• Chartered Financial Analyst | C• A•••••••• L•• independent RIA | Boston, Ma | Aug 1, 2025 | 30 y | 9 | 1 |
| C•••••••• W•••••• L•••••• Certified Financial Planner | C• A•••••••• L•• independent RIA | Boston, Ma | Oct 28, 2020 | 12 y | 1 | 1 |
| M••••• P••••••• L•• Certified Financial Planner | C• A•••••••• L•• independent RIA | New York, Ny | May 24, 2023 | 12 y | 0 | 1 |
| R••••• D•••• L•• Personal Financial Specialist | C• A•••••••• L•• independent RIA | Fairfax, Va | May 1, 2025 | 29 y | 1 | 1 |
The rest of the advisor and firm names are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
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93 advisors match.