Pure Financial Advisors has acquired Personal Investment Management (PIM), a financial advisory firm based in Redmond, Washington. The acquisition, which closed on March 14, 2025, adds $567 million in client assets to Pure’s $7.4 billion under management. PIM brings a team of advisors and staff with expertise in financial, investment, and tax planning.
The acquisition enhances Pure’s presence in the Pacific Northwest and provides PIM’s clients with access to Pure’s advanced planning tools and resources. We are excited to welcome the PIM team to Pure Financial Advisors,” said Dominic Knauf, Managing Partner of Pure. This acquisition is an important step in our growth strategy, allowing us to provide increased support and services to both our new team members and clients.
Christopher Reedy, CEO of PIM, stated, “We set upon this journey with two goals in mind: to enhance our technical capacity to serve our clients and to provide greater opportunities for career advancement for our staff.
pure expands with PIM acquisition
Through a competitive process, Pure emerged as the best choice for us, aligning with our investment management and client service philosophies.
The transaction marks Pure’s fifth strategic acquisition in the past three years. “We’ve been an organic growth machine over the last decade-plus,” said Abbas Hasan, Chief Operating Officer of Pure.
With the financial support we have through our capital partners, we are finding more firms and advisors wanting to come on board.
Pure is backed by Lee Equity Partners and Emigrant Partners LLC. We are thrilled to continue to support Pure’s strategic growth initiatives,” said Jenny Souza, President, and CEO of Emigrant Partners. The combination of Pure’s organic and inorganic growth strategies is one of the most purposeful in our industry.
Founded in 2007 and headquartered in San Diego, Pure Financial Advisors is a registered investment advisor offering independent, fee-only financial planning, education, and investment advice to clients nationwide.
Pure has ten offices throughout the Western and Central U.S. and has been recognized in multiple industry rankings, including Inc. Magazine’s Top 5,000 Fastest-Growing Private Companies in America, Barron’s Top 100 RIAs, and Forbes Top RIA Firms.
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