Allworth Financial Acquires Grunden Financial Advisory

Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group

November 1, 2022

Wealth Management

Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

Allworth Financial Acquires Giordano Wealth Management Group

July 14, 2021

Wealth Management

Allworth Financial has acquired Giordano Wealth Management Group of Los Gatos, California, expanding Allworth's Northern California presence to nine offices. The team, led by Chris Giordano, serves roughly 400 client households and manages about $315 million in AUM; financial terms were not disclosed.

Allworth Financial Partners with RG Capital

November 10, 2021

Wealth Management

Allworth Financial has entered into a partnership agreement to bring Scottsdale-based RG Capital into its RIA platform. The deal expands Allworth's presence in the Greater Phoenix-Scottsdale market and adds RG Capital’s dental-professional-focused advisory practice (approximately $176 million AUM and ~300 clients) to Allworth’s national advisory network.

Allworth Financial Acquires DeBoer Financial Group

October 13, 2021

Financial Services

Allworth Financial has entered into an equity partnership to acquire DeBoer Financial Group (DFG), a Roseville, California-based RIA managing roughly $180 million in client assets and serving about 160 advisory clients. The deal provides a succession outcome for founder Jeffrey DeBoer and brings DFG into Allworth’s national RIA platform, expanding Allworth’s local presence near its Folsom headquarters.

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 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.