Acquisition adds Key Growth Leadership in Advisor Frank Marzano, strengthens firm’s East Coast footprint
New York, September 26, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser (RIA), today announced a signed agreement to purchase GM Advisory Group, Inc. (GMAG), an RIA serving clients across the U.S. GMAG manages approximately $3.0 billion in assets, advises on an additional $3.3 billion in assets, and maintains a presence in Boca Raton, Florida, Ne
