Allworth Financial Acquires Del Monte Group
June 17, 2024
Allworth Financial has acquired Del Monte Group, a Walnut Creek, California RIA managing over $220 million in assets. Richard Del Monte and two support staff will transition to Allworth; terms were not disclosed. The deal expands Allworth's California footprint to 18 locations and is the firm's fifth acquisition of the year.
- Buyers
- Allworth Financial
- Targets
- Del Monte Group
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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