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.
JAN 06, 2010
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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