World Investment Advisors Acquires Boston Harbor Wealth Advisors

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.

World Investment Advisors Acquires TCG Wealth Management

November 10, 2025

Wealth Management

World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm overseeing approximately $140 million in client assets. TCG will join World’s Boston Harbor Wealth Advisors branch, retaining its brand while gaining access to broader investment platforms, technology and operational support to strengthen World’s presence across New England and support advisor succession planning.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Waverly Advisors Acquires NBW Capital, LLC

March 28, 2025

Financial Services

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, has acquired Boston-based NBW Capital, adding approximately $500 million of AUM and expanding Waverly into Massachusetts. The entire NBW team will join Waverly (except Ben Niedermeyer, who is retiring); the transaction closed on March 28, 2025 and is intended to bolster Waverly's equity strategy management capabilities.

World Insurance Associates Acquires Corporate Benefits Alliance and Wealth Advisory Group

March 23, 2022

Insurance

World Insurance Associates LLC (WIA) acquired Corporate Benefits Alliance, Inc. (CBA) and Wealth Advisory Group, Inc. (WAG) of Berwyn, Pennsylvania, effective March 1, 2022. The acquisitions expand WIA’s employee benefits and wealth management capabilities; terms were not disclosed.

Atria Wealth Solutions Acquires Western International Securities

May 20, 2020

Financial Services

Atria Wealth Solutions completed the acquisition of Western International Securities (WIS), adding WIS's more than 400 independent financial advisors and roughly $11 billion of assets under administration to Atria's platform. The deal expands Atria's advisor affiliation models (including a turnkey branch solution) and increases its scale to serve nearly 2,500 advisors with about $75 billion of AUA across five broker-dealers.