Announced

Wealthspire Advisors to acquire Marin Financial Advisors.

Synopsis

Wealthspire Advisors, an NFP company and independent registered investment advisor with $31bn in assets under management, agreed to acquire Marin Financial Advisors, a boutique RIA based in Larkspur, California, with more than $380m in assets under management. Financial terms were not disclosed. The deal strengthens Wealthspire’s presence in the Northern California market and builds upon existing relationships with the Marin Financial Advisors team. It reflects the firm’s broader strategy to partner with advisors who lead with empathy, guide their clients through all life stages, and bring deep care to every relationship.

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