Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group
November 1, 2022
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.
- Buyers
- Allworth Financial
- Targets
- Journey Advisory Group (advisory teams and client relationships from Gold River, CA and Temple, TX offices)
- Sellers
- Journey Advisory Group
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Transaction Type
- Divestiture
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