CW Advisors adds $1.6B with triple acquisition push into Texas and beyond

CW Advisors, the Boston-based registered investment advisor that is part of Osaic, has completed three acquisitions simultaneously.

The firm has welcomed Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, adding $1.6 billion in assets under management and pushing its national total past $19.7 billion.

The deals expand CW Advisors' footprint to 30 offices nationwide and mark the firm's entry into Texas for the first time, with new locations in The Woodlands and League City.

Additional offices in Newport Beach and Fresno, California, and Braintree, Massachusetts, deepen the firm's presence across both coasts. The Peddock transaction also folded in Peddock Tax Services, adding an in-house tax practice to CW Advisors' service lineup.

"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.

The simultaneous closing of three deals in as many geographic markets signals an accelerating pace at Osaic's RIA subsidiary. Wealth management M&A is on track for its busiest year yet in 2026, with serial acquirers and private equity capital pushing deal volume toward 500 transactions, according to Echelon Partners.

CW Advisors is positioning itself squarely in that trend, having grown from $13.5 billion in AUM when Osaic acquired it in June 2025 to nearly $20 billion within roughly 16 months.

Tax services and technology among the draws

The addition of Peddock Tax Services is a notable feature of the latest round. As larger RIA platforms compete to retain clients across wealth transitions, integrated tax capabilities have become a differentiator in both acquisition targets and client retention strategies.

"Joining CW Advisors gives us access to expanded technology and tools to better serve our clients," said Paul Heckler, managing director of Yosemite Capital Management. "These resources allow us to spend more time working directly with the people who brought us to this industry - our clients. We're excited to offer them a broader range of services."

Peter Simmons, chief executive of Peddock, cited local alignment as a factor. "The opportunity to join a local firm appealed to us, and we look forward to the added support and access to CWA's impressive platform," he said.

Texas entry broadens national map

The move into Texas - a state that has seen strong inflows of wealth and population over the past decade - gives CW Advisors a toehold in a market increasingly targeted by national RIA consolidators.

The Woodlands and League City, both in the greater Houston area, serve affluent suburban client bases that align with the firm's high-net-worth and ultra-high-net-worth focus.

Private equity-backed buyers accounted for approximately 89% of RIA M&A transactions in the first half of 2026, according to Fidelity, underscoring how capital from institutional sponsors continues to drive consolidation across the independent advisory market.

Boardwalk Financial Partners facilitated the Yosemite and Threadgill transactions. Shad Besikof, founder and chief executive of Boardwalk Financial Partners, said CW Advisors stands out in the acquisition market for cultural reasons as much as financial ones. "CW consistently stands out for its exceptional cultural fit and strong business alignment," he said. "Just as important, it allows sellers' local entrepreneurial spirit to endure long after the transaction." Gladstone Associates represented Peddock in its deal.

Earlier this year CW Advisors acquired Rovin Capital, a fee-only RIA with offices in Lehi, Utah, and Mesa, Arizona, with $849 million in combined assets under management, in a deal that gave the firm its first Utah presence and a second Arizona location. It also targeted Southern California by adding Catalina Capital in June.

For advisors weighing acquisition offers or succession options, the RIA consolidation trends tracked by InvestmentNews offer context on how platforms like CW Advisors are structuring deals and what sellers can expect from integration.