Harbourfront Wealth Acquires Millar Private Wealth

Harbourfront Wealth Acquires KJ Harrison & Partners

April 25, 2025

Wealth Management

Harbourfront Wealth Holdings Inc. has acquired KJ Harrison & Partners, a boutique wealth management and CIRO-registered investment dealer. The deal expands Harbourfront's assets under administration to nearly CAD 11 billion and strengthens its capabilities serving high-net-worth clients and family offices across Canada.

MAI Capital Management Acquires Harbor Wealth Management

May 3, 2024

Financial Services

MAI Capital Management has acquired Harbor Wealth Management, an independent wealth advisory firm with offices in Boulder and Denver, Colorado and approximately $321 million in client assets under management. Harbor’s founders and senior advisors will join MAI as Senior Wealth Advisors/Managing Directors and the firm will adopt MAI’s brand and platform to expand MAI’s presence in Colorado.

Harbourfront Wealth Management Acquires Rothenberg Wealth Management

October 18, 2024

Wealth Management

Harbourfront Wealth Management has acquired Rothenberg Wealth Management, including Rothenberg & Rothenberg Annuities, expanding Harbourfront's assets under administration to approximately CAD$8 billion. The acquisition enhances Harbourfront's presence in Québec and Alberta and integrates Rothenberg's Montreal and Calgary offices into Harbourfront's national advisor network.

Audax Private Equity Invests in The Harbourfront Group

June 14, 2022

Wealth Management

Audax Private Equity completed a strategic growth investment in The Harbourfront Group, valuing the Vancouver-based wealth management platform at an enterprise value of CAD $425 million. The minority investment will provide liquidity to Harbourfront’s shareholders (including its team of investment advisors) and support the company’s organic growth and buy‑and‑build acquisition strategy across Canada.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.

Hightower Advisors Acquires Farr, Miller & Washington

July 27, 2021

Financial Services

Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.