Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory 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 Partners with RG Capital

November 10, 2021

Wealth Management

Allworth Financial has entered into a partnership agreement to bring Scottsdale-based RG Capital into its RIA platform. The deal expands Allworth's presence in the Greater Phoenix-Scottsdale market and adds RG Capital’s dental-professional-focused advisory practice (approximately $176 million AUM and ~300 clients) to Allworth’s national advisory network.

Allworth Financial Acquires Grunden Financial Advisory

January 20, 2026

Wealth Management

Allworth Financial has acquired Grunden Financial Advisory, a Denton, Texas-based wealth management firm overseeing approximately $500 million in assets under management, adding offices in Denton and Addison and a six-person team. The Grunden partners will remain in place while gaining access to Allworth's centralized operations, compliance, technology, and broader investment, tax and estate planning capabilities as Allworth expands its North Texas footprint.

Allworth Financial Acquires Redrock Wealth Management and One To One Advisory Team

March 8, 2023

Wealth Management

Allworth Financial acquired Las Vegas-based Redrock Wealth Management (approximately $160M AUA) and a three-person advisory team and client relationships from Indianapolis-based One To One Financial Advisors (approximately $417M AUA), adding a combined $577M in assets under administration. The transactions expand Allworth's national footprint and AUA; terms were not disclosed.

Allworth Financial Acquires UAS Wealth Advisors

June 8, 2022

Wealth Management

Allworth Financial has acquired UAS Wealth Advisors of Albuquerque, New Mexico; financial terms were not disclosed. UAS manages about $427 million in assets for roughly 290 clients and the deal expands Allworth's Southwest footprint while enabling a leadership succession plan for the UAS advisors.