Wealthspire Advisors to acquire Marin Financial Advisors

Wealthspire Advisors , an NFP company and registered investment advisor with $31 billion in assets under management, has entered into an agreement to acquire Marin Financial Advisors, a Larkspur, California–based boutique RIA with over $380 million in AUM.

Founded in 1987, Marin Financial Advisors is led by Principal Colin Drake, who will remain with the firm alongside Client Service Director Christine Cione.

Through the deal, Marin clients will gain access to Wealthspire’s broader capabilities in trust and estate planning, tax and insurance guidance, and investment research. The acquisition also deepens Wealthspire’s presence in Northern California and aligns with its strategy of partnering with relationship-driven advisory teams.