Aspen Standard Acquires $1.3B Michigan-Based RIA, CWS Financial Advisors

New York-based Aspen Standard Wealth has acquired Kalamazoo, Mich.-based CWS Financial Advisors, a registered investment advisor managing $1.3 billion in client assets. The acquisition maintains the fee-only structure of CWS while integrating it into the Aspen platform.

By Alex Ortolani Tue, July 7, 2026 at 5:42 PM GMT+3 1 min read · Yahoo Finance ·

Aspen Standard Acquires $1.3B Michigan-Based RIA, CWS Financial Advisors

Topics: Acquisition Private equity Wealth management

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