Text
Wealthspire Advisors is heading into the Thanksgiving holiday with a major acquisition under its belt, announcing plans to purchase Private Ocean, a $2.7 billion wealth management firm based in California’s Bay Area.
The deal continues Wealthspire’s plan to become a registered investment advisor with a national presence, and marks the first foray into the West Coast for the New York-based firm.
Private...
Barron’s Advisor
Free Registration
Welcome to Barron’s Advisor! Our content is free but available only to wealth management professionals. To read this article, please provide the information below so we can confirm that you work in the industry.
All fields are required.
If you’re not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us a
advisor.editors@barrons.com