Allworth Financial Acquires City Fiduciary Group

Allworth Financial Acquires Ryan Wealth Management

December 3, 2024

Wealth Management

Allworth Financial has acquired Ryan Wealth Management, an RIA with offices in Yuba City, California and Spokane, Washington, bringing approximately $500 million in AUM and over 800 client households onto Allworth's platform. The deal expands Allworth's presence in Northern California and the Pacific Northwest and adds Ryan Wealth's retirement and investment advisory expertise to Allworth's nationwide RIA footprint.

Allworth Financial Acquires FSA Wealth Management

December 2, 2025

Financial Services

Allworth Financial has acquired Needham, Massachusetts–based fiduciary advisory firm FSA Wealth Management, which oversees $460 million in assets under management. The deal brings six professionals (including five advisors and two managing partners) into Allworth's Greater Boston operation as the team transitions into Allworth's Waltham office to deepen the firm's up‑market advisory capabilities.

Allworth Financial Acquires Giordano Wealth Management Group

July 14, 2021

Wealth Management

Allworth Financial has acquired Giordano Wealth Management Group of Los Gatos, California, expanding Allworth's Northern California presence to nine offices. The team, led by Chris Giordano, serves roughly 400 client households and manages about $315 million in AUM; financial terms were not disclosed.

Allworth Financial Acquires Shone Wealth Management

April 13, 2021

Financial Services

Allworth Financial has acquired Shone Wealth Management, a Walnut Creek, California RIA managing over $340 million in assets and serving about 300 client households. The deal expands Allworth’s footprint in the San Francisco Bay Area as part of its ongoing roll-up strategy following partnership with private equity investors.

Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group

November 1, 2022

Wealth Management

Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

Allworth Financial Acquires CCA, LLP

November 19, 2024

Accounting & Tax

Allworth Financial has acquired CCA, LLP, a Pleasant Hill, California-based tax-focused CPA firm with a team of 25 tax professionals. The acquisition expands Allworth's in-house tax capabilities and strengthens its Northern California/Bay Area footprint.