CW Advisors expands national presence with three coast-to-coast acquisitions
Tuesday, November 10, 2026 · first reported by IREI
CW Advisors (CWA), a registered investment adviser based in Boston, has acquired three firms: Yosemite Capital Management, Threadgill Financial and Peddock Capital Advisors. Peddock Tax Services, a full-service tax practice, came with the Peddock transaction.
Five offices join CWA through the deals. The Woodlands and League City in Texas are its first locations in that state, and the others are in Newport Beach, Fresno and Braintree. CWA now runs 30 offices across the country, with assets under management above $19.7 billion.
- Firm
- CW Advisors
- Also named
- Yosemite Capital Management, Threadgill Financial, Peddock Capital Advisors
- Geography
- North America
The summary and fields above are extracted from the published reports and can contain errors. The linked articles are the source of record.
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