About CW Advisors
CW Advisors is an Investment Management company, headquartered in Boston, with 201 - 500 employees and annual revenue of $1M - $5M.
CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs is unique, there are common threads to what they seek ...
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CW Advisors Company Highlights
Phone Number
(617) 428-xxxx
Corporate Office Address
155 Seaport Boulevard
Boston, 02110
Website
Industries Served
Investment ManagementNumber of Employees
201 - 500 Employees
Company Revenue
$1M - $5M
CW Advisors Email Format
The most common CW Advisors email format is [f][last] (ex. jdoe@cwadvisorsgroup.com), currently being used by 68% of CW Advisors business email addresses. There are 13 email formats used by CW Advisors.
CW Advisors Org
CW Advisors has 1 C-Level, 1 VP, 1 Director, 4 Manager, 1 Senior, and 3 Mid-Level employees.
CW Advisors Decision Makers
- CEORichard Barrett
CW Advisors's Tech Stack
Frequently Asked Questions About
CW Advisors
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Who is the CEO of CW Advisors?
The CEO of CW Advisors is Richard Barrett. See full contact details ›
How many senior employees does CW Advisors have?
CW Advisors has 8 senior employees that are typically used for decision making.
What email format does CW Advisors use?
The most common CW Advisors email format is {f}{last} (e.g. jdoe@cwadvisorsgroup.com).
Who are the key decision makers at CW Advisors?
Key decision makers at CW Advisors include Richard Barrett (CEO). See full contact details ›
What technologies does CW Advisors use?
CW Advisors uses technologies including Adobe, Apache HTTP Server, and Apple.
How do I contact CW Advisors?
To contact CW Advisors, visit cwadvisorsgroup.com.
What companies are similar to CW Advisors?
Companies similar to CW Advisors include American Family Insurance, The Standard, and Guy Carpenter.
Where is CW Advisors headquartered?
CW Advisors is headquartered at 155 Seaport Boulevard, Boston.
What is the main phone number for CW Advisors?
The main phone number for CW Advisors is (617) 428-xxxx.
What is the official website for CW Advisors?
The official website for CW Advisors is cwadvisorsgroup.com.
What is the annual revenue of CW Advisors?
The annual revenue of CW Advisors is $1M - $5M.
How many employees does CW Advisors have?
CW Advisors has 201 - 500 employees.
What industry is CW Advisors in?
CW Advisors is in the Investment Management industry.
Last updated: November 4, 2025