Pure Financial Acquires Kaufman Kampe Advisors LLC

Lee Equity Partners Invests in Pure Financial Advisors

September 1, 2021

Financial Services

Funds managed by Lee Equity Partners will acquire a minority stake in Pure Financial Advisors, a San Diego-based Registered Investment Advisor with roughly $3.6 billion in AUM. Management and existing investor Emigrant Partners will remain significant shareholders; the capital will be used to hire more CFPs, invest in IT and marketing, and pursue strategic acquisitions to scale the business. Financial terms were not disclosed; the transaction was expected to close in Q3 2021.

Pure Financial Advisors Acquires Personal Investment Management, Inc.

March 14, 2025

Financial Services

Pure Financial Advisors, LLC (PE-backed RIA) has acquired Personal Investment Management, Inc. (PIM), a Seattle-area financial advisory firm with roughly $567 million in regulatory AUM. The deal, which closed March 14, 2025, expands Pure's presence in the Pacific Northwest and integrates PIM's advisory team and clients into Pure's Seattle / Mercer Island operations.

Pure Financial Advisors Acquires Fairhaven Wealth Management

April 21, 2025

Wealth Management

Pure Financial Advisors, a San Diego-based fee-only RIA backed by Lee Equity Partners and Emigrant Partners, has acquired Fairhaven Wealth Management, an independent financial planning and investment management firm based in Wheaton, Illinois with nearly $900 million in client assets. The acquisition expands Pure's presence in the Chicago / Midwest market and enhances its retirement consulting capabilities.

EP Wealth Advisors Acquires Klein Financial Advisors, Inc.

January 26, 2022

Financial Services

EP Wealth Advisors, an independent RIA based in Torrance, California, has acquired Newport Beach-based Klein Financial Advisors, expanding EP Wealth's presence in the Greater Los Angeles area. The deal closed on January 21, 2022, will add more than $118 million in AUM, and Klein founder Lauren Klein will join EP Wealth as Vice President – Senior Wealth Advisor.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.

Mercer Global Advisors Acquires Miller Advisors, Inc.

September 27, 2021

Wealth Management

Mercer Global Advisors, a Denver-based RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Miller Advisors, Inc., a Kirkland, Washington wealth management firm with approximately $240 million AUM serving ~200 clients. The acquisition expands Mercer’s Pacific Northwest presence and supports succession and career development for Miller’s founders and team, who will join Mercer.