On July 15, 2025, NorthRock Partners announced its acquisition of Parkside Advisors.
NorthRock Partners (“NorthRock”) announced, on July 15, 2025, its acquisition of Parkside Advisors (“Parkside”). As part of the acquisition, Parkside Managing Principals Charlie Benziger and Audrey Grubman, along with their team of advisors and staff, will join NorthRock. Further terms of the transaction were not disclosed.
NorthRock, based in Minneapolis, Minnesota, is a registered investment advisor specializing in holistic wealth management strategies, integrating public equities, fixed income, alternative investments, and personalized financial planning. NorthRock manages over $8.6 billion in assets.
Parkside, based in San Francisco, is a registered investment advisor specializing in active management strategies spanning public equities, fixed income, alternative investments, and integrated portfolio solution. Parkside has approximately $800 million in assets under management.
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