Allworth Financial Acquires Blueprint Financial

Merit Financial Advisors Acquires Blueprint Wealth Advisors

November 14, 2025

Financial Services

Merit Financial Advisors has acquired Blueprint Wealth Advisors, adding $1.2 billion in assets and expanding Merit's presence in Illinois and Wisconsin, including entry into the Chicago market. Blueprint’s managing partners Ryan Evans and Nick Wilkins will join Merit as Regional Directors and Partners; FP Transitions served as advisor and financial terms were not disclosed.

Allworth Financial Acquires Pathways Financial Partners

October 27, 2020

Financial Services

Allworth Financial has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. The deal adds roughly $158 million of assets under management to Allworth, bringing the firm's total AUM to over $9.5 billion and expands Allworth's presence into Arizona; the transaction is expected to close prior to year-end.

Allworth Financial Acquires Shorepoint Capital Partners

October 8, 2025

Financial Services

Allworth Financial, a national registered investment advisor backed by Lightyear Capital and Ontario Teachers' Pension Plan Board, has acquired Norwood, Massachusetts-based Shorepoint Capital Partners, which manages approximately $850 million in assets. The deal brings Shorepoint’s 10-person team and expanded UHNW investment capabilities to Allworth as the firm cements its Boston presence and expands its alternative investment and advisory offerings.

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.

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 Ryan Wealth Management

December 3, 2024

Wealth Management

Allworth Financial has acquired Ryan Wealth Management, an RIA with offices in Yuba City, California and Spokane, Washington, bringing approximately $500 million in AUM and over 800 client households onto Allworth's platform. The deal expands Allworth's presence in Northern California and the Pacific Northwest and adds Ryan Wealth's retirement and investment advisory expertise to Allworth's nationwide RIA footprint.