Tracked deals
28
28 tracked deals across 2019-2026.
Operating Company
Financial Services
Allworth Financial
Folsom, California, United States
With our comprehensive approach to wealth management, clients receive access to a wide range of fiduciary financial experts. Services include investments and tax planning, plus insurance, estate planning, and related wealth management resources ("Allworth Advantage").
- Focus Areas
- Wealth Management, Registered Investment Advisor (RIA), Financial Planning
- Website
- allworthfinancial.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
16 buyout · 11 addon · 1 divestiture
Allworth Financial Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 28 tracked deals for Allworth Financial.
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January 20, 2026
- Buyer
- Allworth Financial
- Target
- Grunden Financial Advisory
- Seller
- Grunden Financial Advisory (owners/partner advisors: Ricky Grunden, Sr.; Dave Ragan; Susy Thomas)
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
Allworth Financial has acquired Grunden Financial Advisory, a Denton, Texas-based wealth management firm overseeing approximately $500 million in assets under management, adding offices in Denton and Addison and a six-person team. The Grunden partners will remain in place while gaining access to Allworth's centralized operations, compliance, technology, and broader investment, tax and estate planning capabilities as Allworth expands its North Texas footprint.
-
December 2, 2025
- Buyer
- Allworth Financial
- Target
- FSA Wealth Management
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Addon
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.
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October 8, 2025
- Buyer
- Allworth Financial
- Target
- Shorepoint Capital Partners, LLC
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
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.
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June 24, 2025
- Buyer
- Allworth Financial
- Target
- Salzinger Sheaff Brock, Sheaff Brock Investment Advisors
- Industry
- Wealth Management
- Location
- Indiana, United States
- Type
- Addon
Allworth Financial, a PE-backed national RIA headquartered in Folsom, California, acquired Indianapolis-based sister firms Salzinger Sheaff Brock and Sheaff Brock Investment Advisors, which together manage roughly $1.5 billion in assets. The add-on transaction expands Allworth’s Midwest presence, bolsters its investment capabilities, and pushes the firm’s total AUM/AUA to more than $30 billion.
-
December 3, 2024
- Buyer
- Allworth Financial
- Target
- Ryan Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
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.
-
November 19, 2024
- Buyer
- Allworth Financial
- Target
- CCA, LLP
- Industry
- Accounting & Tax
- Location
- California, United States
- Type
- Buyout
Allworth Financial has acquired CCA, LLP, a Pleasant Hill, California-based tax-focused CPA firm with a team of 25 tax professionals. The acquisition expands Allworth's in-house tax capabilities and strengthens its Northern California/Bay Area footprint.
-
November 12, 2024
- Buyer
- Allworth Financial
- Target
- City Fiduciary Group
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Allworth Financial has acquired City Fiduciary Group, a tax planning and wealth management firm that brings approximately $839 million in assets under management and a team of 31 professionals across Washington and Oregon. The deal expands Allworth's Pacific Northwest footprint and augments its in-house tax and wealth management capabilities; it is Allworth's seventh acquisition this year and its 38th since 2018.
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October 4, 2024
- Buyer
- Allworth Financial
- Target
- George McKelvey Company
- Seller
- Robert McKelvey, Robert A. Giunco, Jr., Richard Looney
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
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.
-
June 17, 2024
- Buyer
- Allworth Financial
- Target
- Del Monte Group
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Allworth Financial has acquired Del Monte Group, a Walnut Creek, California RIA managing over $220 million in assets. Richard Del Monte and two support staff will transition to Allworth; terms were not disclosed. The deal expands Allworth's California footprint to 18 locations and is the firm's fifth acquisition of the year.
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December 14, 2023
- Buyer
- Allworth Financial
- Target
- Silicon Valley Wealth Advisors, Hall Private Wealth Advisors
- Seller
- Tracy Lasecke, Russell Hall
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
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.
-
- Buyer
- Allworth Financial
- Target
- Redrock Wealth Management, One To One Financial Advisors
- Seller
- Redrock Wealth Management (principal: Greg Phelps), One To One Financial Advisors (advisors Michael Schankerman, Benjamin Abraham, David Klaus)
- Industry
- Wealth Management
- Location
- United States
- Type
- Addon
Allworth Financial acquired Las Vegas-based Redrock Wealth Management (approximately $160M AUA) and a three-person advisory team and client relationships from Indianapolis-based One To One Financial Advisors (approximately $417M AUA), adding a combined $577M in assets under administration. The transactions expand Allworth's national footprint and AUA; terms were not disclosed.
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November 1, 2022
- Buyer
- Allworth Financial
- Target
- Journey Advisory Group (advisory teams and client relationships from Gold River, CA and Temple, TX offices)
- Seller
- Journey Advisory Group
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Divestiture
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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
18 tracked deals by Allworth Financial.
Financial Services Buyers & Acquisitions
9 tracked deals by Allworth Financial.
Accounting & Tax Buyers & Acquisitions
1 tracked deal by Allworth Financial.
Acquisitions in California
8 tracked deals by Allworth Financial.
Acquisitions in Texas
3 tracked deals by Allworth Financial.
Acquisitions in Arizona
2 tracked deals by Allworth Financial.
Acquisitions in Massachusetts
2 tracked deals by Allworth Financial.
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