ria

Allworth Financial

FOLSOM, CA

CRD: 111167

In network coverage since August 18, 2026 · 8 stories

$33.6BRegulatory AUMSEC Form ADV · Oct 17

493EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 22 – Oct 17

Deal recordFull tracker →

Oct 12, 26Deal announcedVictory · Arax Advisory Partners · Wealth Enhancement Advisory Services · CapFinancial Partners · Evoke Advisors · MAI Capital Management · $38 — coverage

Aug 31, 26Deal closedHigh Falls Advisors · Holistic Financial Partners · $947M — coverage

Network coverage

exit

September RIA deals: median acquired firm held $489.5M in assets

Two transactions accounted for 68.3% of the month's $38.16 billion in acquired-firm AUM, per Wealth Solutions Report.

Features · Sep 8Frost pulls 39 advisors from UBS in 48 hours

the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline

the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors

Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM

M&A · Sep 1Allworth's $947M double deal is a tax-capability bet

exit · Aug 18A seller's emotions can make or break an RIA deal