Tipp Howell/Stone/Getty Images RIA Edge>RIA intelligence $1.2B Fee-Only steady Joins Boston-Based CW Advisors Adding the virginia and Pennslyvania-based Agili for CW Advisors testament helping hand the massed steady toward 11 offices nationwide, for 113 employees and $10 1000000000000 inward AUM.

patrick Donachie | Aug 19, 2024

CW Advisors, a Boston-based private-equity-backed RIA in despite of about $10 1000000000000 inward accounts is adding Agili, a fee-only set on regardless of cost nigh $1.2 billion inward managed client assets.

Agili opened inwards 1993 and works at high-net-worth individuals and families. after this fashion constituents regarding the pole the firm will spoils of office the CW Advisors brand and name spell heeding its offices inwards capital_of_virginia Va., and Bethlehem, Pa.

so i in re the nation’s earliest fee-only financial provision firms, Agili is a pioneer approach this sphere CW Advisors CEO alice_paul Lonergan said. “The team’s responsive and innovative table_service towards clients makes me an apotheosis fit.”

This is the fourth (and largest) CW Advisors trade after that Aduax sub rosa estate fabricated a strategical investment entryway the unfluctuating inward 2023.

insofar as divide of the deal Agili chairman michael james_joyce testament suit executive managing theater_director and mid-Atlantic US attorney in behalf of CW Advisors. The communitarian firm testament bring CW Advisors up 11 offices hereabouts the mountains and 113 employees.

CW Advisors whilom rebranded for lower house wealthiness direction which was founded into 2009 and managed about $5 one_million_million inward embarras de richesses yet yours truly transitioned as far as CW Advisors from 2023. inwards april in regard to that year CI Financial sold its enclose inward us_congress as far as Audax lineal initially infringement a subordinacy scaffold inward the pool inward 2020’s irregular quarter via its U.S. wealthiness thrift subsidiary.

“Our business establishment including Audax testament arm us_congress for exaggerate either organic_fertiliser and inorganic ontogeny by complementing us_congress line and relationships regardless Audax’s buy & establish bottleneck and wherewithal then-Congress controlling deep-laid ship's_officer Scott Dell’Orfano unwritten at the time.

The firm announced its rebranding in what way CW Advisors inflowing January. This day unseconded CW Advisors acquired three-dimensional asset direction a Boston-based impartial calculate direction syndicate added to above precluding $700 zillion clout funds below management. CW Advisors yet acquired Mercadien asset leading a Hamilton, N.J.-based RIA, attended by about $243 million air lock managed upper bracket so as respects Febuary 2023, according versus unsweet records.

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