Allworth Financial Acquires Giordano Wealth Management Group

Allworth Financial Acquires Shone Wealth Management

April 13, 2021

Financial Services

Allworth Financial has acquired Shone Wealth Management, a Walnut Creek, California RIA managing over $340 million in assets and serving about 300 client households. The deal expands Allworth’s footprint in the San Francisco Bay Area as part of its ongoing roll-up strategy following partnership with private equity investors.

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.

Allworth Financial Acquires Bastoni Financial Services

December 8, 2020

Financial Services

Allworth Financial has agreed to acquire Bastoni Financial Services, a Folsom, California-based financial planning and investment advisory firm with roughly $270 million in AUM. The deal expands Allworth’s footprint in Northern California and increases the firm’s total AUM to over $10 billion as part of its ongoing roll-up strategy while the company remains PE-backed by Parthenon Capital.

Allworth Financial Acquires George McKelvey Company

October 4, 2024

Wealth Management

Allworth Financial has acquired New Jersey-based George McKelvey Company, expanding Allworth’s East Coast footprint and bringing the Manasquan firm's nine advisors and eight support staff into Allworth’s platform. The acquisition adds over $1.1 billion in managed assets to Allworth’s business and increases its nationwide offices to 43; financial terms were not disclosed.

Allworth Financial Acquires Adams Chetwood Wealth Management Group

June 8, 2022

Wealth Management

Allworth Financial has acquired Adams Chetwood Wealth Management Group, a Durham, North Carolina RIA that manages over $300 million in client assets. The deal expands Allworth’s footprint in the Southeastern U.S.; financial terms were not disclosed and Adams Chetwood was represented by Republic Capital Group.

Allworth Financial Acquires FSA Wealth Management

December 2, 2025

Financial Services

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.