CW Advisors has acquired Yosemite Capital Management, Threadgill Financial, and Peddock Capital Advisors, extending its office network to 30 locations across the US.
The Boston-based registered investment advisor also acquired Peddock Tax Services as part of the Peddock Capital Advisors deal.
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The full-service tax practice will provide Peddock clients with access to tax resources.
The transactions bring five offices into CW Advisors’ network.
New locations include The Woodlands and League City in Texas, marking the firm’s first offices in the state.
CW Advisors has also added offices in Newport Beach and Fresno, California, and Braintree, Massachusetts.
With the acquisitions, the firm manages more than $19.7bn in assets under management.
Gladstone Associates advised Peddock on its sale.
Boardwalk Financial Partners facilitated the Yosemite Capital Management and Threadgill Financial transactions.
CW Advisors CEO Scott Dell’Orfano said: “These three acquisitions reflect our commitment to thoughtful growth in key wealth centres, bringing on exceptional talent who share our dedication to white-glove client service, and expanding the services we provide to clients.”
CW Advisors is an SEC-registered investment management firm based in Boston and a subsidiary of Osaic Holdings.
It provides wealth management services to high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments.
Osaic Holdings is a portfolio company of Reverence Capital Partners. It supports about 10,000 financial professionals through its wealth management businesses.
Securities and investment advisory services are offered through Osaic Wealth and Osaic Institutions, which are broker-dealers, registered investment advisers, and members of FINRA and SIPC.
Osaic Services and Ladenburg Thalmann & Co. offer securities as broker-dealers and FINRA and SIPC members.
Advisory services are offered through Ladenburg Thalmann Asset Management, Osaic Advisory Services, and CW Advisors, which are registered investment advisers.
