On June 17, 2025, Osaic, Inc. announced its acquisition of CW Advisors.
Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, announced, on June 17, 2025, its acquisition of CW Advisors (“CWA”). CWA will retain its name and client service model, remaining operationally independent. Further terms of the deal were not disclosed.
Osaic, based in Scottsdale, Arizona, is a wealth management platform providing comprehensive financial planning, investment advisory, and brokerage services. As of June 2025, Osaic has approximately $700 billion in assets under administration.
CWA, based in Boston, is a registered investment advisor that offers investment management and financial planning services. CWA has approximately $13.5 billion in assets under management. Ardea Partners LP served as lead advisor to CWA on the acquisition and Houlihan Lokey also served as an advisor to CWA.
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