Allworth Financial Acquires FSA Wealth Management
December 2, 2025
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.
- Buyers
- Allworth Financial
- Targets
- FSA Wealth Management
- Platforms
- Allworth Financial
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Addon
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