Jan 13, 2021

RIA Deal Structures & Valuation Trends in 2021

You’ve no doubt read about the record-breaking number of mergers and acquisitions in 2020. Both the number and size of the deals make great headlines for financial sector publications. (And with good reason!) But what you may not be as familiar with are the nuts and bolts of these deals. How they come to be. Read More

Jan 8, 2021

RIA M&A 2020 Wrap Up & What to Expect in 2021

From small businesses to entertainment to our very freedom of movement and overall health, 2020 wreaked havoc on it all. But what about Read More

Dec 14, 2020

Allworth Employees Donate $1 Million to Support Foster Kids Nationwide & Launch Allworth Kids Program

SACRAMENTO, CA — DECEMBER 14, 2020 — Allworth Financial, an independent wealth management firm with offices throughout the Read More

Why a BD-Affiliated Business Owner Would Sell to an RIA – Interview with Bastoni Financial Services

We are currently in the middle of one of the most unique and amazing times in the history of our industry. How so? For the last several Read More

Dec 8, 2020

Allworth Financial Announces the Acquisition of Bastoni Financial Services

With roughly $270 million in assets under management, Bastoni Financial Services expands Allworth’s footprint in Northern California, and raises their total AUM to just over $10 billion. Read More

Oct 29, 2020

Behind the Scenes: Acquisition Announcement

In this episode of the State of the Industry Podcast, we share the behind the scenes look at our latest deal, Pathways Financial Partners and why they chose to join Allworth. Read More

Oct 28, 2020

Allworth CEO Scott Hanson to Speak at DeVoe’s 2020 M&A Succession Summit

Allworth Financial Co-CEO and Co-founder Scott Hanson will be participating in an industry roundtable session with other industry Read More

Oct 27, 2020

Allworth Financial Announces the Acquisition of Pathways Financial Partners of Tucson, Arizona

Allworth has entered into a definitive agreement to acquire Pathways Financial Partners of Tucson, Arizona. With roughly $158 million in assets under management, Pathways becomes Allworth’s third partnership in the Southwest United States and increases Allworth’s total assets under management to over $9.5 billion. Read More

Oct 20, 2020

Allworth Financial to Partner with Lightyear Capital and Ontario Teachers’ Pension Plan for Next Phase of Growth

Investment funds affiliated with Lightyear Capital LLC (“Lightyear”), a New York-based private equity firm focused on financial services, and Ontario Teachers’ Pension Plan Board (“Ontario Teachers’”), Canada's largest single-profession pension plan, announced today that they have agreed to acquire wealth management firm Allworth Financial (“Allworth” or the “Company”) from private equity funds managed by Parthenon Capital Partners ("Parthenon"). Read More

Sep 30, 2020

InvestmentNews Article: How Our Response to the Pandemic Created a Better Normal

There is nothing good about the pandemic. But, as a businessperson, you adapt and learn and grow if you want to survive. But in the face Read More

Sep 24, 2020

Sell and Stay – Good for Clients, Staff and Founders

Only two years ago, 33% of firm principals said they’d be open to selling. Now? A full 50% say they are open to the possibility of a Read More

Sep 23, 2020

The Practical and Financial Implications of Merging Firms

During this thought-provoking webinar, the founders of $9B RIA Allworth Financial, share their view on M&A activity after having completed 9 transactions over the last three years. Read More