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Allworth Acquires $300M NorCal RIA

Published: February 14, 2024

Brennan Asset Management Group becomes Allworth’s 16th office in California.

Source: wealthmanagement.com

Related Topics:

United StatesPat McclainScott HansonRobert BrennanJohn BunchCapital Point Financial GroupCetera Advisor NetworksBrennan Asset Management GroupAllworth FinancialAsset Management GroupFirst AffiliatedTridea AdvisorsEdelman Financial Engines

Allworth Pens First Two Deals of 2024, Adding $621M

Published: January 23, 2024

Allworth has acquired Tridea Advisors, a local RIA, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm.

Source: wealthmanagement.com

Related Topics:

United StatesScott HansonSteve EklundJohn BunchPat McclainJohnm Selzer JrAllison ScogginWesley ScogginCapital Point Financial GroupAllworth FinancialTridea AdvisorsBay AreaNorthern CaliforniaFounder JohnEdelman Financial Engines