Allworth Financial Acquires Novak Financial Planning

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 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.

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 Silicon Valley Wealth Advisors and Hall Private Wealth Advisors

December 14, 2023

Financial Services

Allworth Financial has acquired two California-based advisory firms — Silicon Valley Wealth Advisors (SVWA) of San Jose/Half Moon Bay and Hall Private Wealth Advisors (HPWA) of San Diego — adding over $650 million in client assets. The transactions expand Allworth's footprint in California and provide an exit/partnership path for the selling principals; terms were not disclosed.

Allworth Financial Acquires Blueprint Financial

May 9, 2019

Wealth Management

Allworth Financial has acquired Michigan-based investment firm Blueprint Financial, which manages approximately $80 million of client assets. The deal expands Allworth's footprint in the Midwest as it continues a string of acquisitions that have added over $1.1 billion in acquired assets in just over a year.

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.