Allworth Financial Acquires High Falls Advisors and Holistic Financial Partners
September 3, 2026
Allworth Financial acquired High Falls Advisors (Rochester, New York) and Holistic Financial Partners (Indianapolis), adding approximately $947 million in combined assets under management (AUM) and 23 professionals to its national registered investment advisory platform. The deals expand Allworth’s presence in the East Coast and Midwest and add specialized capabilities in integrated tax planning and divorce financial planning.
- Buyers
- Allworth Financial
- Targets
- High Falls Advisors, Inc., Holistic Financial Partners
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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