CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West

Transaction advances client service and regional growth strategy

BOSTON--(BUSINESS WIRE)--CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, has acquired Rovin Capital, LLC (“Rovin”). Rovin is a fee-only RIA with offices in Lehi, Utah, and Mesa, Ariz., with assets under management (AUM) and assets under advisement (AUA) totaling $849 million. The acquisition expands CWA’s footprint in the western United States, with Rovin leading the firm’s focused growth strategy in the region. Terms of the transaction are not disclosed.

“We are excited to welcome the Rovin team to CW Advisors,” said Scott Dell’Orfano, chief executive officer at CWA. “Like CWA, delivering a superior client experience is their top priority. Their unwavering commitment to exceptional customer service along with their history of robust growth, make them a perfect complement to our firm.”

“Joining CWA allows us to elevate the service we provide to our clients with enhanced client solutions and access to expanded resources,” said Markell Staffieri, chief executive officer and president at Rovin. “We are excited to add our collective experience to the greater CWA team.”

Following the acquisition, CWA operates 23 offices nationwide, employs more than 160 professionals, and oversees more than $16 billion in assets under management. The Lehi office is CWA’s first in Utah and the Mesa location becomes CWA’s second office in Arizona. Rovin is the second firm to join CWA since its acquisition by Osaic in August 2025.

About CW Advisors

CW Advisors, a subsidiary of Osaic Holdings, Inc., is an SEC-registered investment management firm headquartered in Boston, developing innovative wealth solutions for high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments. CW Advisors, through superior service and sound, objective advice, offers financial planning and investment consulting and management services, tailored to each client’s unique needs to protect and grow assets. CW Advisors provides specialized family office services to meet the distinctive needs of ultra-high-net-worth and multigenerational families. Registration does not imply a certain level of skill or training. For more information, visit www.cwadvisorsgroup.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.