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Osaic Acquires Boston-Based CW Advisors Managing $13.5 Billion in Client Assets.
Jun 18, 2025•12 months ago
Contract Type
partnership
Description
Osaic has completed the acquisition of CW Advisors, a Boston-based RIA managing $13.5 billion in client assets. This acquisition is part of Osaic's strategy to enhance its market presence and support financial advisors in delivering services to clients. CW Advisors will continue to operate independently while benefiting from Osaic's capabilities.
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Agreement Insights
Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months