CW Advisors, LLC has acquired Rovin Capital, LLC, an RIA with offices in Lehi, UT, and Mesa, AZ, adding $849 million in assets under management and advisement and expanding CWA’s presence in the western U.S. Rovin will lead the firm’s focused growth strategy in the region. Terms of the transaction were not disclosed. 

“Like CWA, delivering a superior client experience is their top priority,” said Scott Dell’Orfano, CEO at CWA. “Their [Rovin] unwavering commitment to exceptional customer service along with their history of robust growth, make them a perfect complement to our firm.” 

Following the acquisition, CWA now operates 23 offices nationwide, employs more than 160 professionals, and oversees more than $16 billion in assets under management. The Lehi office marks CWA’s first location in Utah, while the Mesa office becomes its second in Arizona. 

Rovin is the second firm to join Boston-based CWA since its acquisition by Osaic in August 2025. 

Connect Money is spotlighting rising stars who have made a valuable contribution to the wealth management industry. Based on your nomination, we will recognize professionals who have significantly influenced both the workplace and community. The nomination deadline is March 4. Click here to submit your nominations and help us highlight the next generation of wealth management leaders.