Allworth Financial Acquires Sachetta and Arthur Stein Financial
August 4, 2026
Allworth Financial acquired Sachetta, a Massachusetts-based wealth management and tax advisory firm with approximately $1.1 billion in assets under management. The company also acquired Arthur Stein Financial, a Bethesda, Maryland-based RIA focused on comprehensive financial planning for federal employees and retirees, expanding Allworth’s Greater Boston and Mid-Atlantic footprint.
- Targets
- Sachetta, Arthur Stein Financial
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Addon
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