Question 1

What does Allworth Financial do?

Accepted Answer

Allworth Financial is an independent Financial Planner and Brokerage.

Question 2

In what sectors does Allworth Financial operate?

Accepted Answer

Allworth Financial operates in Education, Financial Services.

Question 3

How many companies has Allworth Financial acquired?

Accepted Answer

Allworth Financial has made 29 acquisitions between 2019-2026, with a total disclosed deal value of $1.1B.

Question 4

How many acquisitions does Allworth Financial make in a year?

Accepted Answer

Over the last 5 years, Allworth Financial has made about 3.6 acquisitions per year.

Question 5

What companies are owned by Allworth Financial?

Accepted Answer

Companies acquired by Allworth Financial include Grunden Financial Advisory, FSA Wealth Management, Shorepoint Capital Partners, Sheaff Brock, Salzinger Sheaff Brock, Ryan Wealth Management, City Fiduciary Group, Del Monte Group, and 21 more.

Question 6

What are Allworth Financial's major acquisitions?

Accepted Answer

Allworth Financial's largest acquisitions include Johanson Financial Advisors ($480.0M, 2022), Shone Wealth Management ($340.0M, 2021), The Harvest Group ($260.0M, 2023).

Question 7

What is Allworth Financial's largest acquisition?

Accepted Answer

Allworth Financial's largest disclosed acquisition is Johanson Financial Advisors for $480.0M (2022).

Question 8

What was Allworth Financial's first acquisition?

Accepted Answer

Allworth Financial's first recorded acquisition was HPB Retirement Group in 2019.

Question 9

What was Allworth Financial's most recent acquisition?

Accepted Answer

Allworth Financial's most recent acquisition is Grunden Financial Advisory, announced January 2026.

Question 10

What is the average deal size for Allworth Financial acquisitions?

Accepted Answer

The average disclosed deal size for Allworth Financial acquisitions is $360.0M.

Question 11

What is the median deal size for Allworth Financial acquisitions?

Accepted Answer

The median disclosed deal size for Allworth Financial acquisitions is $340.0M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Allworth Financial spent on acquisitions?

Accepted Answer

Allworth Financial has spent at least $1.1B across its disclosed acquisitions (of 29 total deals; some prices are undisclosed).

Question 13

Which sector has Allworth Financial spent the most on?

Accepted Answer

Allworth Financial has committed the most disclosed capital to Financial Services companies — about $1.1B across its deals in that sector.

Question 14

What sectors does Allworth Financial usually acquire in?

Accepted Answer

Allworth Financial most frequently acquires companies in Financial Services, Wealth Management, Retirement.

Question 15

In which sector has Allworth Financial made the most acquisitions?

Accepted Answer

Allworth Financial has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Allworth Financial make the most acquisitions?

Accepted Answer

Allworth Financial made the most acquisitions in 2022, with 6 deals.

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