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RIA comparison · SEC Form ADV

Osaic Advisory Services, LLC vs CW Advisors, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Osaic Advisory Services, LLC is the larger of the two, with $15B in regulatory assets to $15B at CW Advisors, LLC, 2% more than its rival, by their latest Form ADV filings. Osaic Advisory Services, LLC reports more individual clients (29,516 vs 6,426), while CW Advisors, LLC’s clients hold more on average (about $2.2 million each against $510,000). Osaic Advisory Services, LLC is based in Atlanta, Georgia and CW Advisors, LLC in Boston, Massachusetts.

FigureOsaic Advisory Services, LLCCW Advisors, LLC
Regulatory AUM$15B$15B
National rank#61#63
HeadquartersAtlanta, GeorgiaBoston, Massachusetts
Individual clients29,5166,426
High-net-worth clients3,7553,257
Average client assets$510,000$2.2 million
Accounts50,45923,756
Discretionary98% of AUM97% of AUM
Employees2,180152
Advisory staff34489
Clients per advisory employee8672
Offices20125
Form ADV filed2026-08-282026-08-26

Osaic Advisory Services, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

CW Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Osaic Advisory Services, LLC or CW Advisors, LLC?

Osaic Advisory Services, LLC, with $15B in regulatory assets under management against $15B at CW Advisors, LLC. Nationally they rank #61 and #63 among 5,657 independent wealth management RIAs.

How many clients do Osaic Advisory Services, LLC and CW Advisors, LLC have?

Osaic Advisory Services, LLC reports 29,516 individual clients (3,755 high-net-worth) with 344 advisory employees; CW Advisors, LLC reports 6,426 (3,257 high-net-worth) with 89 advisory employees.

How do Osaic Advisory Services, LLC and CW Advisors, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Osaic Advisory Services, LLC and CW Advisors, LLC offer?

Osaic Advisory Services, LLC lists educational seminars and workshops, which CW Advisors, LLC does not. CW Advisors, LLC lists portfolio management for pooled investment vehicles, which Osaic Advisory Services, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Osaic Advisory Services, LLC ↗, CW Advisors, LLC ↗. How to check a financial advisor →