LeadIQ logo
Learn more at LeadIQ.com

Insights

Independent Advisory HW Financial Advisors operates as an independent wealth management firm with no captive affiliations, presenting a potential selling point for technology, custodial, and platform providers looking to partner with non-captive advisers.

Small Firm agility With a lean team of 2-10 employees, HWFA may be seeking scalable, cost-effective tech, marketing, and compliance solutions that support personalized client service without heavy overhead.

Acquired Entity HWFA was acquired by MAI Capital in early 2021 for a substantial amount, indicating an integration phase that could benefit from modernization, data migration, and cross-sell opportunities with MAI’s platform and services.

Technology Stack Existing tech includes cloud, security, CMS, and monitoring (AWS, Cloudflare, Drupal, New Relic, reCAPTCHA, Acquia Cloud), suggesting opportunities for enhanced cybersecurity, cloud optimization, and website/UX enhancements.

Growth Readiness Revenue is reported under one million dollars, pointing to potential upsell opportunities in scalable wealth-management tools, CRM, portfolio analytics, and client onboarding solutions to support growth and broader service offerings.

Similar companies to HW Financial Advisors

HW Financial Advisors Tech Stack

HW Financial Advisors uses 8 technology products and services including Amazon Web Services, Cloudflare, Drupal, and more. Explore HW Financial Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Drupal
    Content Management System
  • Mimecast
    Email Security
  • Acquia Cloud
    Platform As A Service
  • New Relic
    Real User Monitoring
  • reCAPTCHA
    Security
  • GoDaddy
    Web Hosting

HW Financial Advisors's Email Address Formats

HW Financial Advisors uses at least 2 email formats:
HW Financial Advisors Email FormatsExamplePercentage
Last@hwfa.comDoe@hwfa.com
75%
LastF@hwfa.comDoeJ@hwfa.com
25%

Frequently Asked Questions

What is HW Financial Advisors's phone number?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconHW Financial Advisors's official website is hwfa.com and has social profiles on LinkedIn.

How much revenue does HW Financial Advisors generate?

Minus sign iconPlus sign icon As of July 2026, HW Financial Advisors's annual revenue is estimated to be <$1M.

What is HW Financial Advisors's NAICS code?

Minus sign iconPlus sign iconHW Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does HW Financial Advisors have currently?

Minus sign iconPlus sign iconAs of July 2026, HW Financial Advisors has approximately 10 employees across 2 continents, including North America and Europe. Key team members include Manager: B. K., Principal: G. W. and Principal: M. W. Explore HW Financial Advisors's employee directory with LeadIQ.

What industry does HW Financial Advisors belong to?

Minus sign iconPlus sign iconHW Financial Advisors operates in the Financial Services industry.

What technology does HW Financial Advisors use?

Minus sign iconPlus sign iconHW Financial Advisors's tech stack includes Amazon Web Services, Cloudflare, Drupal, Mimecast, Acquia Cloud, New Relic, reCAPTCHA and GoDaddy.

What is HW Financial Advisors's email format?

Minus sign iconPlus sign iconHW 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?

Minus sign iconPlus sign iconHW Financial Advisors was founded in 1999.
HW Financial Advisors logo

HW Financial Advisors

Financial ServicesOhio, United States2-10 Employees

HW Financial Advisors is a small, independent wealth management firm based in Cleveland, Ohio. It emphasizes a tailored, client-specific approach rather than standardized plans, avoiding incentives tied to captive institutions. Advisory services are delivered through Commonwealth Financial Network, with additional services offered directly by HWFA.
The firm works with individuals to identify priorities and goals, listening carefully to craft a plan aligned with their financial objectives. In January 2021, HW Financial Advisors was acquired by MAI Capital Management, marking a notable corporate development in its history.

Section iconCompany Overview

Phone number
+1-216-378-****
Website
hwfa.com
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • <$1M

    HW Financial Advisors's revenue is estimated to be in the range of <$1M

Company Leadership

  • Manager at HW Financial Advisors
    B. K.
    Manager
    Mobile Phone
  • Principal at HW Financial Advisors
    G. W.
    Principal
    Mobile Phone
  • Principal at HW Financial Advisors
    M. W.
    Principal
    Mobile Phone
  • Administrative Assistant at HW Financial Advisors
    C. S.
    Administrative Assistant
    Mobile Phone
  • Financial Advisor at HW Financial Advisors
    J. M.
    Financial Advisor
    Mobile Phone

Employee Directory

  • Administrative Assistant at HW Financial Advisors
    J. D.
    Administrative Assistant
    Mobile Phone
  • Financial Advisor Commonwealth Financial Network at HW Financial Advisors
    T. R.
    Financial Advisor Commonwealth Financial Network
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.