WilmerHale Advises Marin Financial Advisors in its Sale to Wealthspire Advisors

WilmerHale Advises Marin Financial Advisors in its Sale to Wealthspire Advisors

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WilmerHale lawyers have decades of experience advising public and private companies in all aspects of mergers and acquisitions.
WilmerHale has played a leading role in shaping the rules that govern the US financial services industry.
WilmerHale’s Investment Management Group provides sophisticated legal and regulatory advice to investment advisers, private fund sponsors, registered funds, and their independent trustees.

On August 26, 2025, Wealthspire Advisors LLC, an independent registered investment advisor, announced it had entered into an agreement to acquire Marin Financial Advisors, a long-trusted boutique RIA with more than $380 million in assets under management. This new partnership will provide Marin with the necessary resources to offer the trusted, personalized financial guidance it has been known for since 1987. The acquisition is expected to close by early October. 

The WilmerHale team advising Marin Financial Advisors consisted of Stephanie Evans, William Caporizzo and Kyle Kessler.


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