CW Advisors Completes Three Acquisitions, Adding Five Offices and $19.7 Billion in Assets

CW Advisors completed acquisitions of Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, expanding to 30 offices and more than $19.7 billion in assets under management. Pulse 2.0 reported the transactions on November 14, 2026.

CW Advisors' Three-Firm Acquisition

Yosemite Capital Management and Threadgill Financial join CW Advisors alongside Peddock Capital Advisors. The Peddock acquisition also includes Peddock Tax Services, a full-service tax practice that will provide additional tax resources for the firm's clients.

Together the transactions add five offices across California, Texas and Massachusetts. The expansion includes CW Advisors' first Texas locations in The Woodlands and League City, along with offices in Newport Beach and Fresno, California, and Braintree, Massachusetts.

CW Advisors intends to support the acquired businesses through expanded technology, operational resources and financial planning capabilities. CEO Scott Dell'Orfano said: "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."

Gladstone Associates represented Peddock Capital Advisors in its transaction with CW Advisors. Boardwalk Financial Partners facilitated the Yosemite Capital Management and Threadgill Financial transactions.

CW Advisors' Earlier Deals and Scale

CW Advisors acquired Catalina Capital Group, a fee-only RIA with approximately $655 million in AUM, in June 2026, establishing its first office in Southern California, according to akta.pro company records. The same records show a February 2026 acquisition of Rovin Capital, a fee-only RIA with offices in Utah and Arizona, bringing $849 million in AUM and AUA. Boardwalk Financial Partners served as strategic M&A consultant for the Catalina transaction.

CW Advisors' Recent Deal History

On November 10, 2026, Osaic's affiliate CW Advisors acquired three registered investment advisor firms with a combined $1.6 billion in assets under management, Financial Advisor IQ reported. The acquisition expands CW Advisors' client base and service offerings.

In July 2026, CW Advisors partnered with WNBA star Tina Charles to provide purpose-driven wealth planning services, naming her nonprofit Hopey's Heart Foundation as its 2026 philanthropic partner and committing $20,000 to support its mission, Pulse 2.0 reported.