Reverence-backed CW Advisors acquires three investment advisers
The three registered investment advisers oversee a combined $1.6 billion in assets and add five offices in California, Massachusetts and Texas.
CW Advisors, a Boston-based registered investment adviser owned by Osaic, has acquired Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors, which together oversee a combined $1.6 billion in assets under management. The Peddock transaction also included tax practice Peddock Tax Services, LLC. The firm said it is on track to complete eight acquisitions in 2026.
After the deals, CW Advisors operates 30 offices nationwide and oversees more than $19.7 billion in AUM.
Gladstone Associates represented Peddock, and Boardwalk Financial Partners advised Yosemite and Threadgill.
Deal facts
- Target
- Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors
- Business
- Three registered investment advisers overseeing a combined $1.6 billion in AUM; the Peddock deal also included Peddock Tax Services, LLC
- Acquirer
- CW Advisors
- Backed by
- Reverence Capital Partners
- Deal type
- Add-on
- Advisers
- Gladstone Associates financial adviser to Peddock Capital Advisors
- Boardwalk Financial Partners financial adviser to Yosemite Capital Management and Threadgill Financial
- Status
- Completed
- Announced
- Friday, November 6, 2026
Sources
- Yahoo FinanceNov 6, 2026
- Wealth ManagementNov 6, 2026
- InvestmentNewsNov 9, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.