Allworth Financial Acquires Capstone Capital, Inc.

Allworth Financial Acquires Shorepoint Capital Partners

October 8, 2025

Financial Services

Allworth Financial, a national registered investment advisor backed by Lightyear Capital and Ontario Teachers' Pension Plan Board, has acquired Norwood, Massachusetts-based Shorepoint Capital Partners, which manages approximately $850 million in assets. The deal brings Shorepoint’s 10-person team and expanded UHNW investment capabilities to Allworth as the firm cements its Boston presence and expands its alternative investment and advisory offerings.

Lightyear Capital and Ontario Teachers' Acquire Allworth Financial from Parthenon Capital

October 20, 2020

Financial Services

Investment funds affiliated with Lightyear Capital and the Ontario Teachers' Pension Plan agreed to acquire wealth management firm Allworth Financial from Parthenon Capital. Allworth's senior management will remain significant shareholders; the investment will support continued national expansion through add-on acquisitions and multi-channel marketing. Financial terms were not disclosed and the deal was expected to close in Q4 2020.

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 Houston Asset Management

April 1, 2020

Wealth Management

Allworth Financial, a Sacramento-based RIA backed by Parthenon Capital, has acquired Houston Asset Management, an investment advisory firm managing approximately $450 million in client assets. The deal adds HAM’s 13 employees and more than 680 households to Allworth’s platform as part of its continued roll-up strategy and supports HAM’s succession planning and access to enhanced technology and capabilities.

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 Blueprint Financial

May 9, 2019

Wealth Management

Allworth Financial has acquired Michigan-based investment firm Blueprint Financial, which manages approximately $80 million of client assets. The deal expands Allworth's footprint in the Midwest as it continues a string of acquisitions that have added over $1.1 billion in acquired assets in just over a year.