CW Advisors, formerly known as Congress Wealth Management, is a Boston-based, independent registered investment advisor (RIA) offering comprehensive wealth management and investment advisory services to high-net-worth individuals and families across the United States. With over $9.7 billion in assets under management as of December 31, 2024, the firm operates 11 offices nationwide and employs a team of 111 professionals.

CW Advisors distinguishes itself through a combination of collective expertise, a unified approach, and access to unique investment opportunities, crafting tailored strategies that adapt to clients’ evolving needs. Their services encompass wealth management, financial planning, investment strategies, and family office services, all designed to help clients build and preserve their financial legacies.

In recent developments, CW Advisors expanded its national presence by acquiring Delta Financial Group, Inc., a fee-only RIA with $1.3 billion in assets under management located in Basking Ridge, New Jersey.