RIA · Independent channel
CWS Financial Advisors
Acquired by Aspen Standard Wealth · July 2026
Kalamazoo, Michigan fee-only RIA (SEC CRD 297000) founded in 1983, with a San Francisco Bay Area office.
- Website
- cwsfinancialadvisors.com
- Regulator record
- CWS FINANCIAL ADVISORS LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.3B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining CWS Financial Advisors in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving CWS Financial Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 7 | Acquisition | CWS Financial AdvisorsKalamazoo, MI | Aspen Standard WealthRIA | $1.3B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.