Moss Adams snaps up wealth management shop
Moss Adams, in a bid to continue the expansion of its wealth advisory business, has acquired a registered investment advisory firm in San Diego.
Moss Adams, in a bid to continue the expansion of its wealth advisory business, has acquired a registered investment advisory firm in San Diego.
Rowling, Dold & Associates LLP will now become part of Moss Adams Wealth Advisors LLC, bringing the combined assets of the two to more than $1 billion, according to a statement from the companies.
Sheryl Rowling, who is the head of the RDA team, will now serve as a partner at Moss Adams.
For Moss Adams, the acquisition will allow the firm to focus on growing its wealth operations in Southern California, according to a statement from Rebecca Pomering, CEO of Moss Adams Wealth Advisors.
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