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Allworth Acquisitions

Allworth has acquired 29 companies and its latest acquisition was City Fiduciary Group on Nov 2024

Unlock 26 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
City Fiduciary Group

Nov 2024

Source »
undisclosed
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Stewart & Patten Company, LLC

Jun 2024

Source »
undisclosed
Stewart & Patten is a California-based financial advisory firm that provides services including investment management and retirement planning for individuals and businesses.

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Del Monte Group, LLC

Jun 2024

Source »
undisclosed
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Brennan Asset Management Group of Redding

Feb 2024

Source »
undisclosed
Brennan Asset Management is a California-based financial advisory firm that offers services such as tax management and estate conversion for individuals and businesses.
Silicon Valley Wealth Advisors, LLC

Dec 2023

Source »
$376M
SVWA is a California-based financial advisory firm that offers services such as investment management and retirement planning for individuals and businesses.

Frequently Asked Questions about Allworth

  1. What companies did Allworth acquire?

    Companies acquired by Allworth include CFG, Stewart & Patten and

  2. How many acquisitions does Allworth have?

    Allworth has acquired 29 companies including CFG, Stewart & Patten and .

  1. How many acquisitions did Allworth make in 2024?

    In 2024 Allworth acquired 4 companies including CFG, Stewart & Patten and .