Moss Adams Acquires California Wealth Management Firm

Seattle-based Moss Adams’ wealth management division, acquired the San Diego-based wealth management firm Rowling, Dold & Associates on Jan. 1. The acquisition boosts Moss Adams Wealth Advisors assets under management to more than $1 billion.

The RDA team is led by Sheryl Rowling, who joined Moss Adams as a partner.

“Given the RDA client approach and philosophy,” says Rebecca Pomering, CEO of Moss Adams Wealth Advisors, “there probably isn’t a more ideal fit out there for Wealth Advisors. We are committed to the highest caliber of wealth management and are focused on premier client service and growth in each of our core markets. This combination will allow us to expand our market presence in Southern California with a firm that is a perfect fit for us and our clients.”

Co-advisor Lisa Saxton also joined the newly merged company.