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NorthRock Partners acquires Parkside Advisors

PRIVATEJul 15, 2025

Acquiring Company

NorthRock Partners

Acquired Company

Parkside Advisors

MinneapolisBerkeleyFinancial ServicesFinanceFinancial ServicesFinance

Description

NorthRock Partners has acquired Parkside Advisors, adding over $800 million in assets under management. This acquisition allows NorthRock to extend its Personal Office® service model to Northern California. Parkside's team will join NorthRock, enhancing its presence in the Bay Area. This marks a significant step for NorthRock as it continues to grow its national footprint.

Quick answer

NorthRock Partners is acquiring Parkside Advisors, announced July 15, 2025. NorthRock Partners is based in Minneapolis, Minnesota, United States.

How much did NorthRock Partners pay for Parkside Advisors?
The deal value was not disclosed.
What does NorthRock Partners do?
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives.
Where are NorthRock Partners and Parkside Advisors based?
NorthRock Partners is based in Minneapolis, Minnesota, United States. Parkside Advisors is based in Berkeley, California, United States.
Who are the decision-makers at NorthRock Partners?
Fundz holds 3 contacts at NorthRock Partners. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

NorthRock Partners

Location

Minneapolis, Minnesota, United States

About

NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. The firm delivers uniquely tailored advice in areas such as investments, tax, insurance, legal and estate, and charitable giving. With more than 2,400 clients and $6.7 billion in assets under management, NorthRock has built a strong reputation for innovation and excellence in the financial services industry.

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Frequently asked

Who acquired Parkside Advisors?

Parkside Advisors was acquired by NorthRock Partners, based in Minneapolis. The deal was reported on July 15, 2025. NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. NorthRock Partners is privately held and operates in Financial Services.

When did NorthRock Partners acquire Parkside Advisors?

NorthRock Partners's acquisition of Parkside Advisors was reported on July 15, 2025. NorthRock Partners has acquired Parkside Advisors, adding over $800 million in assets under management. This acquisition allows NorthRock to extend its Personal Office® service model to Northern California. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Parkside Advisors do?

Parkside Advisors is a top Registered Investment Advisory firm recognized for its elite reputation in serving high-net-worth clients, including corporate executives and entrepreneurs. It is privately held, operating in Financial Services, and is based in Berkeley.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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