After an 18-month courtship, Moss Adams Wealth Advisors has acquired the San Diego-based wealth management firm Rowling, Dold & Associates (RDA). The merger, effective Jan. 1, boosts the assets under management of Seattle-based Moss Adams to more than $1 billion.
Rebecca Pomering, chief executive officer of Moss Adams Wealth Advisors, said the move was part of a growth strategy shared by both firms. For RDA, Moss Adams offers a much bigger platform with access to a dedicated support team and other resources. For Moss Adams, RDA offers a presence in San Diego, one of several major metropolitan cities where the firm is looking to expand.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access