Adviser Investments Acquires Braver Wealth Management

February 9, 2017

On February 1, 2017, Adviser Investments, LLC announced it had acquired Braver Wealth Management, LLC.

Adviser Investments, LLC (“Adviser Investments”) completed its deal to acquire Braver Wealth Management, LLC (“Braver”) and Braver’s capital management division. The merger was structured and deal agreed upon in 2016. The combined entity will continue on under Adviser Investments and will manage over $4.7 billion in assets under management.

Adviser Investments and its subsidiaries are a money management firm. Before the acquisition Adviser Investments oversaw $4.5 billion in assets under management. Braver is an investment manager which offers financial planning and asset management services.

To read the press release: please click here.


Investment Manager M&A, Transactions