Acquisition · Adviser / wealth-management
Lighthouse Financial Management LLC
Transaction overview
Reported completed
Washington Trust Advisors, Inc. completed its strategic acquisition of Lighthouse Financial Management LLC on July 31, 2025, according to the firm release published August 1, 2025.
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
- Washington Trust welcomes Lighthouse Financial clients and team in strategic acquisition ↗
Official source website · Published Aug 1, 2025
Washington Trust Advisors, Inc. completed its strategic acquisition of Lighthouse Financial Management LLC on July 31, 2025, according to the firm release published August 1, 2025.