Allworth Financial Acquires Del Monte Group

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 DeBoer Financial Group

October 13, 2021

Financial Services

Allworth Financial has entered into an equity partnership to acquire DeBoer Financial Group (DFG), a Roseville, California-based RIA managing roughly $180 million in client assets and serving about 160 advisory clients. The deal provides a succession outcome for founder Jeffrey DeBoer and brings DFG into Allworth’s national RIA platform, expanding Allworth’s local presence near its Folsom headquarters.

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 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 Bastoni Financial Services

December 8, 2020

Financial Services

Allworth Financial has agreed to acquire Bastoni Financial Services, a Folsom, California-based financial planning and investment advisory firm with roughly $270 million in AUM. The deal expands Allworth’s footprint in Northern California and increases the firm’s total AUM to over $10 billion as part of its ongoing roll-up strategy while the company remains PE-backed by Parthenon Capital.

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.