News

We also welcome CW’s management team, current private equity sponsor and advisors to become Osaic shareholders, alongside our current advisor shareholders.
Osaic is buying CW Advisors, a fee-only RIA with $13.5 billion under management, in one of its biggest merger and acquisition deals in years.
Acquisition strengthens Osaic Advisor’s signature employee model, provides Boston-based RIA with increased access to long-term capital and comprehensive wealth solutions The acquisition of CW ...
Osaic snaps up $13.5B CW Advisors From left: Jamie Price, president and chief executive of Osaic, and Scott Dell’Orfano, CEO of CW Advisors.
The acquisition allows Osaic to leverage CW Advisors' custodial partnerships with Schwab and Fidelity, offering expanded scale and capabilities as a non-self-clearing wealth management group.
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 ...
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 ...
The latest departures in Ohio mark another setback for the hybrid RIA, which is looking to "expanding its presence across all ...
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the affiliation of Porpora Wealth Management (“P ...
Osaic CEO Jamie Price casts doubt on LPL Financial's ability to leave Commonwealth Financial Network essentially untouched after buying it later this year.
Reverence Capital-backed Osaic to acquire registered investment advisor CW Advisors from Audax The deal is expected to close in the third quarter of this year.