Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices
New York, November 22, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced a significant step in expanding its national RIA business by signing a definitive agreement to acquire Private Ocean, LLC, a leading fiduciary wealth management firm with $2.7 billion in assets. Private Ocean is based in San Rafael, California, with additional offices in San
