Acquisition · Activity not yet classified
Marin Financial Advisors
Transaction overview
Reported completed
Announced: Closed:
Wealthspire Advisors reported completing its acquisition of Marin Financial Advisors. The reported closing date was 2025-10-01.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors ↗
Wealthspire Advisors · Published Aug 26, 2025
Announces Wealthspire Advisors' proposed acquisition of Marin Financial Advisors.
- Wealthspire Advisors Form ADV Part 2A — November 25, 2025 ↗
Wealthspire Advisors · Published Nov 25, 2025
Identifies CRD 106181 and reports acquiring Marin Financial Advisors on October 1, 2025.