CW Advisors Acquires $849M Rovin Capital Firm

The deal expands CW Advisors' presence in the western U.S. and supports a broader regional growth strategy.

Feb. 5, 2026 at 10:07pm

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CW Advisors, a registered investment advisor and subsidiary of Osaic Holdings, has acquired Rovin Capital, 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.

Why it matters

The deal allows CW Advisors to expand its footprint in the western U.S. and leverage Rovin Capital's expertise and client base to support a broader regional growth strategy. It also enhances CW Advisors' client service capabilities through expanded resources and solutions.

The details

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.

  • CW Advisors acquired Rovin Capital in February 2026.
  • Osaic Holdings acquired CW Advisors in August 2025.

The players

CW Advisors

A registered investment advisor and subsidiary of Osaic Holdings, based in Boston.

Rovin Capital

A fee-only RIA with offices in Lehi, Utah, and Mesa, Arizona, with $849 million in combined assets under management and under advisement.

Osaic Holdings

The parent company of CW Advisors.

Scott Dell'Orfano

Chief Executive Officer of CW Advisors.

Markell Staffieri

Chief Executive Officer and President of Rovin Capital.

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What they’re saying

“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

The takeaway

The acquisition of Rovin Capital allows CW Advisors to strengthen its presence in the western U.S. and enhance its client service capabilities through expanded resources and solutions, positioning the combined firm for continued growth and success.