Press Releases
CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West
CW Advisors acquires Rovin Capital, LLC with offices in Lehi, UT and Mesa, AZ, advancing its client service and regional growth strategy. Following the acquisition, CWA operates 23 offices nationwide, employs more than 160 professionals, and oversees more than $16 billion in assets under management.
February 3, 2026
CW Advisors to Host Second Annual Women’s Luncheon
This year’s series will highlight Women in Health and will feature a powerful panel of female visionaries who are seeking to reshape the healthcare landscape.
October 28, 2025
CW Advisors Adds Two Pennsylvania RIAs
Welcome Capital Management Services, Inc and CHB Investment Group, LLC to CW Advisors!
September 1, 2025
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
We are thrilled to welcome Wolf Group Capital Advisors and Parsons Capital Management, LLC to our firm.
May 1, 2025
CW Advisors Acquires $1.3 Billion New Jersey RIA
We are pleased to announce the acquisition of Delta Financial Group.
March 25, 2025
CW Advisors Adds Two Boston Area RIAs
We are delighted to welcome Aspire Wealth Management and Fernwood Investment Management to CWA!
February 3, 2025