The acquisition of the Boston-based registered investment advisory firm will be a significant expansion of Osaic’s fee-only ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management solutions and a portfolio company of ...

The acquired company is a registered investment advisor based in Boston, with $13.5bn in fee-only client assets under ...

The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.

The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients ...

The acquisition of CW Advisors represents continued execution of Osaic’s strategy to expand its addressable market, serve advisors across all affiliation models and enable advisors to serve ...

Audax Private Equity has agreed to sell CW Advisors, LLC, a Boston-based registered investment advisor, to Osaic Inc, a ...

Osaic, the consolidated wealth management giant that emerged from a network of broker-dealers, is making a major acquisition, buying CW Advisors, a Boston-based registered investment advisory firm ...

Osaic Inc., the big broker-dealer network owned by Reverence Capital Partners, announced the acquisition of Boston-based fee-only advisor CW Advisors LLC, with $13.5 billion in assets under management ...