CW Advisors has acquired Rovin Capital in a deal aimed at expanding the firm’s presence in the western U.S. and supporting a broader regional growth strategy. Boston-based CW Advisors, a registered investment advisor and subsidiary of Osaic Holdings, said the transaction adds a fee-only RIA with offices in Lehi, Utah, and Mesa, Arizona. Rovin has $849 million in combined assets under management and under advisement. Financial terms were not disclosed.
The acquisition gives CW Advisors its first office in Utah while making the Mesa location the firm’s second office in Arizona. CW Advisors said Rovin will play a lead role in a focused growth strategy across the West, with the combination positioned to enhance client service through expanded resources and solutions.
Following the transaction, CW Advisors said it operates 23 offices nationwide, employs more than 160 professionals, and oversees more than $16 billion in assets under management. The Rovin deal is the second firm to join CW Advisors since Osaic acquired CW Advisors in August 2025.
KEY QUOTES
“We are excited to welcome the Rovin team to CW Advisors. 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.”
Scott Dell’Orfano, Chief Executive Officer, CW Advisors
“Joining CWA allows us to elevate the service we provide to our clients with enhanced client solutions and access to expanded resources. We are excited to add our collective experience to the greater CWA team.”
Markell Staffieri, Chief Executive Officer and President, Rovin Capital
