World Investment Advisors Acquires Boston Harbor Wealth Advisors
July 25, 2024
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.
- Buyers
- World Investment Advisors
- Targets
- Boston Harbor Wealth Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Addon
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