08/24/2026
Partner, Lynne Bolduc; Lead Deal Attorney, William Miller; and Of Counsel, David Kelly of Kreditor Bolduc Risbrough LLP represented the seller in the sale of a Registered Investment Adviser private wealth practice, recognized regionally and nationally including a ranking on Forbes' Best-In-State Wealth Advisors list, to a national wealth management aggregator and its parent company.
Deals like this sit squarely in our wheelhouse. Our team regularly guides RIAs and wealth management firms through transactions layered with oversight from the SEC, FINRA, and state securities regulators. Expertise that kept this deal moving efficiently to a successful close.
We're proud to advise on high-impact transactions that support growth and innovation in the wealth management industry.
Read more here: https://www.kbrlawyer.com/firm-updates