CW Advisors Accelerates Growth with Three Coast-to-Coast Acquisitions

Featured Image: Scott Dell’Orfano, CEO of CW Advisors, and  Peter Simmons, CEO of Peddock.

Boston, Massachusetts— November 6th, 2026 — CW Advisors, LLC ("CWA), a Boston-based registered investment advisor (“RIA”), has acquired Yosemite Capital Management, LLC (“Yosemite”), Threadgill Financial, LLC (“Threadgill”), and Peddock Capital Advisors, LLC (“Peddock”). The Peddock transaction also included the acquisition of Peddock Tax Services, LLC, a full-service tax practice that provides clients with enhanced access to additional tax resources.

The acquisitions add five offices to CWA’s growing national footprint, including its first Texas locations in The Woodlands and League City. Offices in Newport Beach and Fresno, California, and Braintree, Massachusetts, further strengthen the firm’s presence on both coasts.

“These three acquisitions reflect our commitment to thoughtful growth in key wealth centers, bringing on exceptional talent who share our dedication to white-glove client service, and expanding the services we provide to clients,” said Scott Dell’Orfano, Chief Executive Officer of CW Advisors. 

“Joining CW Advisors gives us access to expanded technology and tools to better serve our clients,” said Paul Heckler, Managing Director of Yosemite. “These resources allow us to spend more time working directly with the people who brought us to this industry—our clients. We’re excited to offer them a broader range of services.” 

“The opportunity to join a local firm appealed to us, and we look forward to the added support and access to CWA’s impressive platform,” added Peter Simmons, Chief Executive Officer of Peddock.

Following these acquisitions, CWA operates 30 offices nationwide and oversees more than $19.7 billion in assets under management.

Gladstone Associates, LLC represented Peddock in the transaction. Boardwalk Financial Partners, LLC facilitated the Yosemite and Threadgill transactions.

“While I’ve introduced many sell-side RIA clients to dozens of great strategic acquirers, CW consistently stands out for its exceptional cultural fit and strong business alignment.” said Shad Besikof, Founder and CEO of Boardwalk Financial Partners. “Just as important, it allows sellers’ local entrepreneurial spirit to endure long after the transaction providing the additional support, they need to refocus on clients and growth.”