06.02.26

Osaic’s CW Advisors Adds California Firm With $655M

by: Ali Hibbs

Osaic Wealth’s CW Advisors, a Boston-based registered investor advisor (RIA) acquired last year as part of Osaic’s broader expansion strategy, has added Catalina Capital Group, a $655 million California firm, marking its second acquisition this year and expanding its West Coast presence. The deal brings CW Advisors’ total footprint to 24 offices nationwide and strengthens its California operations with a second location. Catalina Capital specializes in corporate retirement plans and wealth management. The acquisition reflects ongoing consolidation in the RIA and broker-dealer space, as larger platforms like Osaic pursue growth through targeted acquisitions.

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