Allworth Financial Partners with RG Capital

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 Pathways Financial Partners

October 27, 2020

Financial Services

Allworth Financial has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. The deal adds roughly $158 million of assets under management to Allworth, bringing the firm's total AUM to over $9.5 billion and expands Allworth's presence into Arizona; the transaction is expected to close prior to year-end.

Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group

November 1, 2022

Wealth Management

Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

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 Second Opinion Partners

August 24, 2022

Wealth Management

Allworth Financial acquired Second Opinion Partners, a Riverwoods, Illinois-based RIA with $440 million in assets, as part of its continued roll-up strategy. The deal expands Allworth's Midwest/Chicago-area presence and is the firm's 23rd acquisition in four years (and its second announced that day).

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.