Press Releases

We are proud to announce that we have been named a Barron’s Top 100 RIA Firm for 2024.

CW Advisors has partnered with Agili, an independent, fee-only firm with offices in Richmond, VA and Bethlehem, PA. The deal adds $1.2 billion of assets under management to CWA.

CW Advisors announces the acquisition of Mercadien Asset Management, LLC, an RIA located in Hamilton, New Jersey. The addition of the New Jersey location enhances CWA’s already robust presence in the Mid-Atlantic. Hamilton joins CWA's offices in Wynnewood, Pennsylvania and Columbia, Maryland.

CW Advisors, LLC announces the acquisition of Cubic Asset Management, LLC, an independent account management firm also based in Boston. The deal adds over $700 million of AUM to CWA.

Boston, MA – We are pleased to announce that Congress Wealth Management is rebranding to CW Advisors. The new name is rooted in our origins and also positions us for our ongoing evolution

Congress Wealth Management LLC (“Congress”), a Boston-based, independent registered investment advisor (“RIA”), today announced the acquisition of MainLine Private Wealth LLC (“MainLine”)