On August 26, 2025, Wealthspire Advisors announced that it will acquire Marin Financial Advisors.
Wealthspire Advisors (“Wealthspire”) announced on August 26, 2025, that it entered into a definitive agreement to acquire Marin Financial Advisors (“Marin”). Marin will assume the Wealthspire brand. Further terms of the transaction were not disclosed.
Wealthspire, based in New York City, is an independent registered investment advisor offering financial planning, investment management, outsourced chief investment officer, and family office services. As of June 2025, Wealthspire had approximately $31 billion in assets under management.
Marin, based in Larkspur, California, is a registered investment advisor offering wealth management services. Marin has more than $380 million in assets under management.
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