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.
Best Agency to Work For – Overall Winner: Robertson Ryan Insurance 
Old Republic to Acquire Small Farmowner Insurer Everett Cash Mutual 
Florida Jury Awards Jack Nicklaus $50M in Defamation Suit vs. His Former Company 
The Future of the Agency in a World of AI 
