Successful Acquisitions

Allworth Financial is now comprised of the following exceptional partners that we have added to the family over the last two years.


May 2020 – Capstone Capital, Inc.

April 2020 – Houston Asset Management

  • $450M AUM
  • Houston, TX
  • 13 Team Members
  • 680 Household Clients


December 2019 – RAA

  • $2.8B AUM
  • Dallas, TX | Atlanta, GA | Seattle, WA
  • 60 Team Members
  • 3,200 Household Clients


August 2019 – Siena Wealth Management

  • $250M AUM
  • San Francisco Bay Area
  • 4 Team Members
  • 200 Household Clients


July 2019 – Yellow Brick Road Financial Advisors

  • $250M AUM
  • Corte Madera, CA
  • 6 Team Members
  • 250 Household Clients


May 2019 – Blueprint Financial

  • $80M AUM
  • Grand Rapids, MI



November 2018 – Michael Mouriski, CPA

  • Tax & CPA Services
  • Sacramento, CA
  • 900 Tax & Accounting Clients


Hear from some of our great partners in this video: