Allworth Financial Acquires Bastoni Financial Services

OnePoint BFG Wealth Partners Acquires Bast Financial Group

September 14, 2026

Financial Services

OnePoint BFG Wealth Partners acquired Tampa, Florida-based Bast Financial Group, adding a seven-person team led by founder and private wealth advisor Rebecca Bast. The deal increases OnePoint BFG’s presence in Florida and brings approximately $400 million in assets under management (AUM) for Bast’s clients, who will gain access to OnePoint BFG’s fiduciary model, expanded investment capabilities, technology, and broader specialist resources.

Allworth Financial Acquires FSA Wealth Management

December 2, 2025

Financial Services

Allworth Financial has acquired Needham, Massachusetts–based fiduciary advisory firm FSA Wealth Management, which oversees $460 million in assets under management. The deal brings six professionals (including five advisors and two managing partners) into Allworth's Greater Boston operation as the team transitions into Allworth's Waltham office to deepen the firm's up‑market advisory capabilities.

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.

Allworth Financial Acquires Giordano Wealth Management Group

July 14, 2021

Wealth Management

Allworth Financial has acquired Giordano Wealth Management Group of Los Gatos, California, expanding Allworth's Northern California presence to nine offices. The team, led by Chris Giordano, serves roughly 400 client households and manages about $315 million in AUM; financial terms were not disclosed.

Allworth Financial Acquires Shone Wealth Management

April 13, 2021

Financial Services

Allworth Financial has acquired Shone Wealth Management, a Walnut Creek, California RIA managing over $340 million in assets and serving about 300 client households. The deal expands Allworth’s footprint in the San Francisco Bay Area as part of its ongoing roll-up strategy following partnership with private equity investors.

Allworth Financial Acquires Capstone Capital, Inc.

May 26, 2020

Wealth Management

Allworth Financial, a Parthenon-backed wealth management firm, has acquired Capstone Capital, Inc., a Cincinnati-based investment advisory firm with approximately $100 million in client assets. Founder Bob Sponseller is joining Allworth, and the deal expands Allworth's footprint in the Ohio region as part of its ongoing add-on acquisition strategy for its Parthenon-backed platform.