Operating Company Financial Services

Allworth Financial

Folsom, California, United States

Formerly known as Hanson McClain Advisors, Hanson McClain Advisors (Hanson McClain)

Wealth management and retirement planning services delivered through a registered investment advisory platform; client-centric wealth management including investments, tax planning, insurance, and estate planning.

Focus Areas
Wealth management, Retirement planning, Registered investment advisory (RIA)

Tracked deals

3

3 tracked deals across 2019-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

2 buyout · 1 addon

Allworth Financial Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Allworth Financial. 1 2019 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Allworth Financial Acquires High Falls Advisors and Holistic Financial Partners
    September 3, 2026
    Buyer
    Allworth Financial
    Target
    High Falls Advisors, Inc., Holistic Financial Partners
    Industry
    Financial Services
    Location
    California, United States
    Type
    Buyout

    Allworth Financial acquired High Falls Advisors (Rochester, New York) and Holistic Financial Partners (Indianapolis), adding approximately $947 million in combined assets under management (AUM) and 23 professionals to its national registered investment advisory platform. The deals expand Allworth’s presence in the East Coast and Midwest and add specialized capabilities in integrated tax planning and divorce financial planning.

  • Allworth Financial Acquires Sachetta and Arthur Stein Financial
    August 4, 2026
    Buyer
    Allworth Financial, Integrum Holdings, Lightyear Capital, Ontario Teachers' Pension Plan
    Target
    Sachetta, Arthur Stein Financial
    Industry
    Financial Services
    Location
    United States
    Type
    Addon

    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.

  • Hanson McClain Advisors Acquires Hugh B. Phillips (HBP) Retirement Group
    February 1, 2019
    Buyer
    Hanson McClain Advisors
    Target
    HBP Retirement Group (Hugh B. Phillips Retirement Group)
    Industry
    Financial Services
    Location
    California, United States
    Type
    Buyout

    Hanson McClain Advisors has acquired Hugh B. Phillips Retirement Group (HBP), adding approximately $235 million in AUM and expanding Hanson McClain's presence in the San Francisco Bay Area. The deal increases Hanson McClain's total AUM to more than $3.8 billion and is intended to expand its local footprint and service capabilities for Bay Area and Napa Valley clients.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by Allworth Financial. Acquisitions in California 2 tracked deals by Allworth Financial.

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