Allworth Financial Acquires Silicon Valley Wealth Advisors and Hall Private Wealth Advisors
December 14, 2023
Allworth Financial has acquired two California-based advisory firms — Silicon Valley Wealth Advisors (SVWA) of San Jose/Half Moon Bay and Hall Private Wealth Advisors (HPWA) of San Diego — adding over $650 million in client assets. The transactions expand Allworth's footprint in California and provide an exit/partnership path for the selling principals; terms were not disclosed.
- Buyers
- Allworth Financial
- Targets
- Silicon Valley Wealth Advisors, Hall Private Wealth Advisors
- Sellers
- Tracy Lasecke, Russell Hall
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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