Allworth Financial, a Folsom, California-based registered investment advisory firm managing almost $13 billion, has acquired Novak Financial Planning, an RIA in Bel Air, Maryland that manages $367 million. Founded in 1987 by husband-and-wife team Dan and Carol Novak, the firm ...

Allworth Financial, a Sacramento, California-based registered investment advisory firm managing almost $12 billion, has acquired Giordano Wealth Management Group of Los Gatos, California, which manages more than $315 million. Financial terms of the transaction were not disclosed. Giordano Wealth Management ...