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FUNDRAISING NEWS | July 17, 2024

World Investment Advisors Adds Boston RIA

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World Investment Advisors, formerly Pensionmark, has acquired Boston Harbor Wealth Advisors (BHWA), a registered investment advisory firm based in Westborough, Massachusetts. BHWA operates in 15 offices across the Northeast and Ohio. This acquisition adds over $3.5 billion in assets to World Investment Advisors, bringing their total AUM to $11.5 billion. 

BHWA CEO Matthew Davis, began his career as a financial advisor with Ameriprise Financial, where he served as district manager, branch manager, and complex director over 12 years. He joined Boston Harbor Wealth Advisors in 2015 and holds the Accredited Asset Management Specialist (AAMS).

This marks the third acquisition for World Investment Advisors in the past nine months, and the second involving assets exceeding $3 billion. The firm now manages its wealth assets with a team of over 350 advisors and staff across more than 65 locations nationwide.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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