Allworth Financial Acquires Pathways Financial Partners

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.

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.

Mission Wealth Acquires RightPath Investments & Financial Planning

February 19, 2026

Wealth Management

Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning 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 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 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.