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Posted by on Mar 27, 2020 in The Watercooler

Lions Bridge Financial Advisors and Colonial River Wealth Management LLC Merge

Lions Bridge Financial Advisors and Colonial River Wealth Management LLC Merge


Lions Bridge Financial Advisors and Colonial River Wealth Management LLC have announced, effective Monday, March 2, the merger of their business operations to offer financial planning, investment services and insurance solutions to families and businesses throughout Virginia.

The combined firms rank in the top 1% of firms nationwide that are affiliated with LPL Financial. The new merged business will operate under the Lions Bridge Financial Advisors brand. Both firms have experienced record growth in the last several years and rank in the top 3% of all LPL Financial firms nationwide (out of over 17,000 advisors based on assets and production).

The merger seeks to move their firm among the largest in the Hampton Roads and Richmond regions.

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