# CW Advisors Acquires Yosemite, Threadgill and Peddock, Adding $1.6 Billion in Assets

> CW Advisors acquired Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, adding $1.6 billion in assets and five offices across the U.S.

- Published: 2026-11-06T20:14:13+00:00
- Section: Mergers & Acquisitions
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-06/cw-advisors-three-acquisitions-1-6-billion
- Source: [Business Wire](https://www.businesswire.com/news/home/20261106321132/en/)

## Key takeaways

- CW Advisors acquired Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, adding $1.6 billion in assets under management.
- The Peddock transaction also included the acquisition of Peddock Tax Services, a full-service tax practice.
- The deals add five offices, including CW Advisors' first Texas locations in The Woodlands and League City.
- CW Advisors now operates 30 offices nationwide and oversees more than $19.7 billion in assets under management.

[CW Advisors](https://akta.pro/company-profiles/0000f61/cw-advisors) acquired Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, adding $1.6 billion in assets under management, [Business Wire](https://www.businesswire.com/news/home/20261106321132/en/) reported on November 6, 2026. The Boston-based registered investment advisor did not disclose the price of any of the three transactions.

## CW Advisors' Three-Firm Acquisition

[Yosemite Capital Management](https://akta.pro/company-profiles/000an7w/yosemite-capital-management) is one of the three acquired firms. The Peddock transaction also included the acquisition of Peddock Tax Services, a full-service tax practice that provides clients with enhanced access to additional tax resources.

The acquisitions add five offices to CW Advisors' national footprint, including its first Texas locations in The Woodlands and League City. Offices in Newport Beach and Fresno, California, and Braintree, Massachusetts, further strengthen the firm's presence on both coasts.

"These three acquisitions reflect our commitment to thoughtful growth in key wealth centers, bringing on exceptional talent who share our dedication to white-glove client service, and expanding the services we provide to clients," said Scott Dell'Orfano, Chief Executive Officer of CW Advisors.

Paul Heckler, Managing Director of Yosemite, said joining CW Advisors gives the firm access to expanded technology and tools to better serve its clients. Peter Simmons, Chief Executive Officer of Peddock, said the opportunity to join a local firm appealed to Peddock and pointed to added support and access to CW Advisors' platform.

[Gladstone Associates](https://akta.pro/company-profiles/000pysj/gladstone-associates) represented Peddock in the transaction, and Boardwalk Financial Partners facilitated the Yosemite and Threadgill transactions. Shad Besikof, Founder and CEO of Boardwalk Financial Partners, said CW Advisors consistently stands out for its cultural fit and business alignment.

## CW Advisors' Earlier Acquisitions

According to akta.pro [company records](https://akta.pro/company-data), CW Advisors acquired Catalina Capital Group in June 2026, a fee-only RIA with approximately $655 million in AUM, establishing its first office in Southern California. In February 2026 the firm acquired Rovin Capital, a fee-only RIA with offices in Utah and Arizona, bringing $849 million in AUM and AUA and expanding its western U.S. footprint. The same records list 23 offices and 168 employees as of March 31, 2026, and $15.6 billion in assets under management.

## CW Advisors' Partnership With Tina Charles

In July 2026, CW Advisors partnered with former WNBA star and three-time Olympic gold medalist Tina Charles and her nonprofit Hopey's Heart Foundation as its 2026 philanthropic partner, Investmentnews reported. The firm committed $20,000 to support the foundation's mission of raising awareness about sudden cardiac arrest and expanding access to automated external defibrillators, according to Pulse 2.0.

## CW Advisors' Office Count After the Deals

Following these acquisitions, CW Advisors operates 30 offices nationwide and oversees more than $19.7 billion in assets under management, the firm said. CW Advisors is a subsidiary of Osaic Holdings, Inc.

## Companies in this story

- [CW Advisors company profile](https://akta.pro/company-profiles/0000f61/cw-advisors) · website: https://www.cwadvisorsgroup.com
- [Yosemite Capital Management company profile](https://akta.pro/company-profiles/000an7w/yosemite-capital-management) · website: http://www.yosemitecapital.com
- [Gladstone Associates company profile](https://akta.pro/company-profiles/000pysj/gladstone-associates) · website: https://www.gstonellc.com

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