Allworth Financial Acquires Salzinger Sheaff Brock and Sheaff Brock Investment Advisors
June 24, 2025
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.
- Buyers
- Allworth Financial
- Targets
- Salzinger Sheaff Brock, Sheaff Brock Investment Advisors
- Platforms
- Allworth Financial
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Addon
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