About Laurel Wealth Advisors
Laurel Wealth Advisors is a Financial Services company based in La Jolla (United States) founded in 2011, and was acquired by Integrated Partners in February 2023. Provider of wealth management services. Laurel Wealth Advisors offers products and services including Investment Advisory Services and Financial Strategies. Its focus areas include Asset Management and Wealth Management. Its legal entity is Laurel Wealth Advisors, LLC. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Laurel Wealth Advisors was established in 2011 and is headquartered in La Jolla, United States. Wealth management services are delivered through the firms operations in the financial sector, encompassing investment advisory, financial planning, and portfolio management for individual and institutional clients. The company maintains an online presence via laurelwa.com, with activities focused on the domestic market in wealth preservation and growth strategies.
- Headquarters La Jolla, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website laurelwa.com
- Social LinkedIn
- Acquired by Integrated Partners (Feb 2023)
- Legal Name Laurel Wealth Advisors, Llc
- Investors
- Acquired byIntegrated Partners
(Feb 2023)
Products & Services of Laurel Wealth Advisors
Laurel Wealth Advisors offers a comprehensive portfolio of products and services, including Investment Advisory Services and Financial Strategies.
Offers personalized advice and strategies for client financial growth.
Provides researched plans to secure clients' financial futures.
Investors in Laurel Wealth Advisors
Laurel Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Integrated Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Integrated Partners is engaged in supporting independent financial advisors. | 1996 | integrated-partners.com | Waltham, United States |
Investor details for Laurel Wealth Advisors
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Timeline of Laurel Wealth Advisors
2 dated milestones of Laurel Wealth Advisors across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Laurel Wealth Advisors is founded.
- Exit Acquired by Integrated Partners.
Competitors of Laurel Wealth Advisors
Laurel Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Laurel Wealth Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Laurel Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Laurel Wealth Advisors
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Frequently Asked Questions about Laurel Wealth Advisors
Laurel Wealth Advisors was founded in 2011.
Laurel Wealth Advisors is headquartered in La Jolla, United States. It is registered at La Jolla, California, United States.
Laurel Wealth Advisors was established in 2011 and is headquartered in La Jolla, United States. Wealth management services are delivered through the firms operations in the financial sector, encompassing investment advisory, financial planning, and portfolio management for individual and institutional clients. The company maintains an online presence via laurelwa.com, with activities focused on the domestic market in wealth preservation and growth strategies.
Laurel Wealth Advisors's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Laurel Wealth Advisors offers Investment Advisory Services and Financial Strategies.
Laurel Wealth Advisors has 1 investor. Key investors include Integrated Partners.
Laurel Wealth Advisors operates through Laurel Wealth Advisors, Llc.
Yes. Laurel Wealth Advisors was acquired by Integrated Partners in February 2023.