Insights

Acquisition and Growth HW Financial Advisors was acquired by MAI Capital Management in early 2021 for $700 million, indicating a strong growth trajectory and increased market stability that may open doors for cross-selling wealth management and advisory services to a broader client base.

Boutique Expertise As an independent, client-focused firm with no incentives tied to captive institutions, HWFA emphasizes personalized wealth management, making it an ideal partner for premium, customized financial solutions tailored to high-net-worth individuals.

Technology Stack Utilizing modern cloud and analytics tools such as Amazon EC2, New Relic, and Google Analytics demonstrates a commitment to leveraging technology for enhanced client insights and operational efficiency, suggesting opportunities for selling advanced financial tech solutions.

Market Positioning With a relatively small team of 2-10 employees managing between $1M and $10M in revenue, HWFA likely seeks scalable growth strategies, creating potential for forging strategic partnerships or providing innovative service platforms to support expansion.

Competitive Landscape Operating in a market with giants like Charles Schwab and Goldman Sachs, HWFA positions itself as a personalized alternative, presenting opportunities for niche financial products, boutique tools, or specialized advisory services tailored for smaller, high-net-worth clients.

HW Financial Advisors Tech Stack

HW Financial Advisors uses 8 technology products and services including Amazon EC2, jQuery CDN, Acquia Cloud Platform, and more. Explore HW Financial Advisors's tech stack below.

Amazon EC2

Cloud Infrastructure Computing

jQuery CDN

Content Delivery Network

Acquia Cloud Platform

Platform As A Service

New Relic

Real User Monitoring

HSTS

Security

reCAPTCHA

Security

Google Analytics

Web Analytics

Acquia Cloud Site Factory

Web Hosting

HW Financial Advisors Email Formats	Example	Percentage
Last@hwfa.com	Doe@hwfa.com	38%
LastF@hwfa.com	DoeJ@hwfa.com	12%
Last@hwfa.com	Doe@hwfa.com	38%
LastF@hwfa.com	DoeJ@hwfa.com	12%

HW Financial Advisors Email Formats

Example

Percentage

Last@hwfa.com

Doe@hwfa.com

38%

LastF@hwfa.com

DoeJ@hwfa.com

12%

Last@hwfa.com

Doe@hwfa.com

38%

LastF@hwfa.com

DoeJ@hwfa.com

12%

Frequently Asked Questions

Where is HW Financial Advisors's headquarters located?

HW Financial Advisors's main headquarters is located at 23240 Chagrin Boulevard Suite 880 Cleveland, Ohio 44122 United States. The company has employees across 1 continents, including North America.

What is HW Financial Advisors's phone number?

You can contact HW Financial Advisors's main corporate office by phone at

+1-216-378-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HW Financial Advisors's official website and social media links?

HW Financial Advisors's official website is hwfa.com and has social profiles on LinkedIn.

What is HW Financial Advisors's NAICS code?

HW Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does HW Financial Advisors have currently?

As of February 2026, HW Financial Advisors has approximately 10 employees across 1 continents, including North America. Key team members include Director Of Financial Planning Services: M. P.Senior Wealth Advisor Managing Director: S. C.Manager: B. K.. Explore HW Financial Advisors's employee directory with LeadIQ.

What industry does HW Financial Advisors belong to?

HW Financial Advisors operates in the Financial Services industry.

What technology does HW Financial Advisors use?

HW Financial Advisors's tech stack includes Amazon EC2jQuery CDNAcquia Cloud PlatformNew RelicHSTSreCAPTCHAGoogle AnalyticsAcquia Cloud Site Factory.

What is HW Financial Advisors's email format?

HW Financial Advisors's email format typically follows the pattern of Last@hwfa.com. Find more HW Financial Advisors email formats with LeadIQ.

When was HW Financial Advisors founded?

HW Financial Advisors was founded in 1999.

HW Financial Advisors

Q: What is HW Financial Advisors's official website and social media links?

HW Financial Advisors's official website is hwfa.com. HW Financial Advisors has social profiles on LinkedIn.

Q: How many employees does HW Financial Advisors have currently?

HW Financial Advisors has approximately 10 employees.

Q: What technology does HW Financial Advisors use?

HW Financial Advisors's tech stack includes Drupal Multisite, GoDaddy, Cloudflare CDN, X-Content-Type-Options, HSTS.

Financial ServicesOhio, United States2-10 Employees

HW Financial Advisors is an independent, comprehensive wealth management firm without incentives or affiliations to any captive financial institution. Our approach at HWFA is unique to each individual-we have no "cookie-cutter" financial plans or packages of investment options. Our financial advisors work with you to define your priorities and objectives, to listen and understand your needs and goals and then to develop the right plan to help get you where you want to be financially. 

We bring the tough questions to the table, and you bring your goals. Together, we will find the answers and a wealth management plan that fits your life. 

Advisory services offered through Commonwealth Financial Network® (CFN), a Registered Investment Adviser. Additional advisory services may be offered through HW Financial Advisors, which are separate and unrelated to CFN. 

 HW Financial Advisors, 23240 Chagrin Blvd Suite 880, Cleveland, OH 44122 | (216) 595-6400

Please review our Terms of Use here:  www.commonwealth.com/termsofuse.html

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