Is your goal to grow your book 5 to 10x larger than its current size?

Join Our Team

We Know What Works

We have a proven track record of helping experienced advisors grow their books.  

We started our RIA business in 2014 with approximately $50M in AUM. Today, we are over $2 billion.¹

Advisor-Growth450

We free your time so you can focus on what matters, building a book of business.

Internal Resources & Infrastructure

  • In-house Research
  • Financial Planning Team
  • Experienced Insurance Team
  • Estate Planning Professionals
  • Robust Compliance Program
  • Dedicated Trading and Portfolio Management Team
Team

Prior to CWA I was a solo practitioner with a single partner and no employees. Everything fell on us – compliance, trading, administrative paperwork, and everything in between. The resources and organizational structure at CWA allowed me to focus on my job, business development. My book has grown exponentially from this support and has allowed me to become more efficient and effective in utilizing my skill set.

Jeffrey Galati
Jeffrey Galati, CFP®, CLU®
Executive Vice President | Private Wealth Management

Uniquely Positioned Research Team

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Paired institutional leadership and experience to a client-facing retail environment

  • Team of experienced institutional level research and investment officers
  • In-house Research for Equities & Fixed Income
  • Ability for clients to interact with those teammates actually driving research and investment decisions

We work with our advisors to capture opportunities based in advanced estate planning, financial planning, and risk management. 

I’ve been impressed by senior leadership’s willingness to engage with and support the onboarding of my clients, and to provide time, resources, and intellectual capital to client strategy and planning.

Lori
Lori Taylor, CFP®
Senior Vice President | Private Wealth Management

Marketing

Beyond the day-to-day investment and planning support provided to our advisors, we have built a solid marketing engine to create and provide opportunities to our advisors across all geographies.

Publication

 

Publications

Online articles are published monthly by the firm written by our CEO, Chief Investment Officer, and Director of Research

Seminars

Seminars & Webinars

Firm generated timely materials on the market, estate planning, and family governance for use in advisor-led prospect & client events.  

Webinar

Market Happy Hour

Bi-monthly Market Happy Hours webinars delivered by our CEO and investment team help you drive information to both clients and prospects.

In the Media

6X honoree on the Inc. 5000: Fastest-Growing Private Companies in America (2017-2022)3

This award was open to all registered investment adviser applicants and was based on revenue metrics. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.

Inc. Regionals: Fastest Growing U.S. Companies in the Southeast (2021-2023)4

This award was open to all registered investment adviser applicants in the Southeast United States. The award was based on percentage of revenue growth over a stipulated period of time. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.

The entire fabric of this enterprise is about having the expertise and flexibility to serve our clients in a truly unique way with industry-leading performance and research. I have never been a part of an enterprise that offers so many solutions to the advisor and so much support. This is a firm that is growing in every sense of the word. This has been the best choice of my career.

John Walker
John Walker, CFP®
Senior Vice President | Private Wealth Management

Work With Us

If you are looking for a firm that believes working together is better than working in a competitive silo, that all teammates deserve customized career development, and that healthy growth benefits all, then let's talk.

Apply