CW Advisors Buys Rovin Capital
CW Advisors, LLC (CWA), a registered investment advisor (RIA), headquartered in Boston, has acquired Rovin Capital, LLC (Rovin).
Rovin is a fee-only RIA with offices in Lehi, Utah, and Mesa, Ariz., with assets under management (AUM) and assets under advisement (AUA) totaling $849 million. The acquisition expands CWA’s footprint in the western United States, with Rovin leading the firm’s focused growth strategy in the region. Terms of the transaction are not disclosed.
“We are excited to welcome the Rovin team to CW Advisors,” said Scott Dell’Orfano, chief executive officer at CWA. “Like CWA, delivering a superior client experience is their top priority. Their unwavering commitment to exceptional customer service along with their history of robust growth, make them a perfect complement to our firm.”
“Joining CWA allows us to elevate the service we provide to our clients with enhanced client solutions and access to expanded resources,” said Markell Staffieri, chief executive officer and president at Rovin. “We are excited to add our collective experience to the greater CWA team.”
Following the acquisition, CWA operates 23 offices nationwide, employs more than 160 professionals, and oversees more than $16 billion in assets under management. The Lehi office is CWA’s first in Utah, and the Mesa location becomes CWA’s second office in Arizona. Rovin is the second firm to join CWA since its acquisition by Osaic in August 2025.