Allworth Financial Acquires Muchler Financial Services

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 Novak Financial Planning

September 1, 2021

Wealth Management

Allworth Financial has acquired Novak Financial Planning, a Bel Air, Maryland-based RIA with approximately $365 million in AUM and roughly 450 advisory clients. The deal brings husband-and-wife founders Dan and Carol Novak into Allworth as equity partners and expands Allworth's national footprint from coast-to-coast.

Allworth Financial Acquires Horseman Group

March 24, 2022

Wealth Management

Allworth Financial has acquired Horseman Group, a St. Louis-based registered investment advisor, expanding Allworth's Midwest presence and increasing its office count to 24 across 10 states. Horseman’s 13-person team and ~$991 million in client assets join Allworth’s platform; financial terms were not disclosed.

Allworth Financial Acquires Salzinger Sheaff Brock and Sheaff Brock Investment Advisors

June 24, 2025

Wealth Management

Allworth Financial, a PE-backed national RIA headquartered in Folsom, California, acquired Indianapolis-based sister firms Salzinger Sheaff Brock and Sheaff Brock Investment Advisors, which together manage roughly $1.5 billion in assets. The add-on transaction expands Allworth’s Midwest presence, bolsters its investment capabilities, and pushes the firm’s total AUM/AUA to more than $30 billion.

Allworth Financial Acquires George McKelvey Company

October 4, 2024

Wealth Management

Allworth Financial has acquired New Jersey-based George McKelvey Company, expanding Allworth’s East Coast footprint and bringing the Manasquan firm's nine advisors and eight support staff into Allworth’s platform. The acquisition adds over $1.1 billion in managed assets to Allworth’s business and increases its nationwide offices to 43; financial terms were not disclosed.