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
Updates
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
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
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
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
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
Allworth Financial Places 27th on Barron’s 2020 Best RIA Firms
SACRAMENTO, Calif., Sept 22, 2020 – Allworth Financial (“Allworth”), has been named to the Barron’s list of America’s Best… Read More
Scott Hanson to Speak at FPA® Annual Conference
Allworth Financial is pleased to announce Co-CEO and Co-Founder, Scott Hanson, will speak on client crisis communication during the Financial Planning Association’s Annual Conference. Read More
InvestmentNews Article: Marketing Beats Prospecting
As our industry is generally a mature one, with an average age of an advisor being well into our 6th decade… Read More
InvestmentNews Article: Growing your Firm for the Future
Not all growth is created equal. Back 30 years ago, most of today’s successful advisers were recent college grads who, in a trial by… Read More
InvestmentNews Article: Looking Out For Your Aunt Sally
Despite identical branding and signage, the quality and level of service provided by most, if not all, national advisory firms, greatly… Read More
FA Magazine names Allworth One of the Largest and Fastest Growing Firms in America
With more than $9 billion in AUM, and clients in all 50 states, Allworth Financial has been named to Financial Advisor Magazine’s lists of both the fastest growing and the largest RIAs in America. Read More