D.A. Davidson has agreed to merge with Los Angeles-based Crowell Weedon in a deal that will create one of the largest regional brokerage firms on the West Coast.
The merger, which was announced to advisors at both firms Wednesday morning, will add some 147 advisors and 14 offices from Crowell Weedon to the existing 320 financial consultants at D.A. Davidson. Combined assets under management will total $43.5 billion. The firms, which are both privately held, did not disclose the price of the deal.
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