Calabasas-based Legacy Wealth Partners will join Colony Group after reaching an agreement on a merger with the financial advisory and business management firm.

Based in Boston, Colony Group manages more than $13 billion in regulatory assets as of April 2021. It will have 17 offices across the country with more than 275 team members when the transaction closes, which is expected later this year, subject to customary closing conditions.  

Financial terms of the deal were not
 disclosed.

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