Wealthspire Advisors LLC, an NFP company, has entered into an agreement to acquire Marin Financial Advisors in Larkspur, California.
Marin Financial Advisors has provided individuals and families with financial services since 1987. The firm is led by Principal Colin Drake, who will continue serving clients alongside Christine Cione, client service director.
Wealthspire Advisors is an independent registered investment advisor with a reported $31 billion in assets under management and 25 offices across the U.S.
NFP is an Aon company.
Topics Mergers & Acquisitions California
Was this article valuable?
Here are more articles you may enjoy.
Agent-Carrier Relationships Improving, Survey Shows 
Tech and Finance Sectors Losing 28,000 Jobs Monthly Show AI Impact on Labor 
Hellman & Friedman’s Hub International Seeks $3 Billion in IPO 
Shark Attack on Alabama Teen Inspires Start of National Alert System 
