Osaic’s Fee-Only RIA CW Advisors Acquires $849M Firm
Yahoo Finance·2026-02-04 04:56
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. CW Advisors, the Boston-based registered investment advisor acquired last year by Osaic, has made its second acquisition since that move for fee-only RIA Rovin Capital, which operates out of offices in Lehi, Utah, and Mesa, Ariz. The acquisition expands CWA’s presence in the western U.S. while bringing over total client assets under management and advisement of $849 million. Rovin, which ...