Allworth Financial, a Folsom, California-based registered investment advisory firm managing $15 billion, has acquired Johanson Financial Advisors, an RIA managing $480 million based in Campbell, California. Financial terms of the transaction were not disclosed. Founded in 2011, the five-person team ...

My business partner of 30 years, Pat McClain, likes to say, “That which got us here won’t get us there, or we’d be there already.” He says this as a reminder that we can’t expect to achieve ever-greater results if ...

In its second deal in Arizona in less than two weeks, Allworth Financial, a Folsom, California-based registered investment adviser managing $14 billion, has reached an agreement to acquire Scottsdale-based RG Capital, an RIA managing $176 million. Last week, Allworth announced ...

Allworth Financial, a Folsom, California-based registered investment adviser managing $14 billion, has acquired DeGreen Capital Management, a Paradise Valley, Arizona-based RIA managing $328 million. Financial terms of the transaction, which marks Allworth’s second in Arizona, were not disclosed. Previously, Allworth ...

Allworth Financial, a Folsom, California-based registered investment adviser managing $13 billion, has acquired DeBoer Financial Group, a Roseville, California-based RIA managing $180 million. Founded in 2003, DeBoer Financial Group is located only a few miles from Allworth’s corporate headquarters. “Sometimes ...

I was recently speaking with a financial adviser who was disappointed that his long-term clients no longer sent him referrals. As we spoke, I asked him why. He thought it was because of his age. His reply caught me off ...

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 ...