Harbourfront Wealth Management Acquires Rothenberg Wealth Management

Harbourfront Wealth Acquires Millar Private Wealth

July 24, 2025

Wealth Management

Harbourfront Wealth Holdings Inc. has acquired Millar Private Wealth Management Inc., adding approximately $800 million in assets under administration and bringing Harbourfront's total AUA to over $12 billion. The deal is an add-on acquisition to Harbourfront’s growing independent wealth platform as it continues to expand its national footprint and technology-enabled service offering.

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.

Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

March 28, 2024

Financial Services

Wealth Enhancement Group announced the acquisition of Piermont Wealth Management Inc., an independent RIA with approximately $226 million in client assets. The deal expands Wealth Enhancement Group’s presence in Florida (its 12th Florida office) and increases the firm’s total client assets to more than $79 billion.

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.

Robertson Stephens Acquires CAFG Private Wealth

October 8, 2024

Wealth Management

Robertson Stephens Wealth Management has acquired CAFG Private Wealth, a registered investment advisor managing over $240 million in assets. Tom Chernesky and his team join Robertson Stephens as the firm opens its first Greater Chicago office, marking Robertson Stephens' fifth acquisition of 2024 and bringing its assets under management to over $7 billion.