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Allworth Financial

Includes the history of Holistic Financial Partners (acquired September 2026) · High Falls Advisors (acquired September 2026) · Arthur Stein Financial (acquired August 2026) · Sachetta (acquired August 2026) · Grunden Financial Advisory (acquired January 2026)

Allworth Financial has a documented practice acquisition or merger route for established advisory firms.

Website
allworthfinancial.com
Regulator record
ALLWORTH FINANCIAL, L.P. (SEC)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
$2.7B
Reported practice assets · 5 of 5 disclosed
Departure assets
—
Reported practice assets · 0 of 2 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
1 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
2 Aug
2 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Arthur Stein Financial
1
02
Grunden Financial Advisory
1
03
High Falls Advisors
1
04
Holistic Financial Partners
1
05
Sachetta
1

Departures went to

Destination firms, by number of teams

01
NewEdge
1
02
Power Wealth Management
1

Arrivals 5

Teams joining Allworth Financial in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Sep 2 Acquisition Holistic Financial PartnersIndianapolis, IN Holistic Financial PartnersRIAacquired by Allworth Financial, Sep 2026 $282M InvestmentNews
Sep 1 Acquisition High Falls AdvisorsRochester, NY High Falls AdvisorsRIAacquired by Allworth Financial, Sep 2026 $665M Press Release
Aug 4 Acquisition Arthur Stein FinancialBethesda, MD Arthur Stein FinancialRIAacquired by Allworth Financial, Aug 2026 $141.2MPer Form ADV InvestmentNews
Aug 4 Acquisition SachettaLynnfield, MA SachettaRIAacquired by Allworth Financial, Aug 2026 $1.1B Press Release
Jan 20 Acquisition Grunden Financial AdvisoryDenton, TX
Addison, TX		 Grunden Financial AdvisoryRIAacquired by Allworth Financial, Jan 2026 $500M Press Release

Departures 2

Teams leaving Allworth Financial in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Oct 4 Lateral Sean RayburnAlpharetta, GA Power Wealth ManagementRIA Undisclosed Press Release
Sep 18 Lateral Walker Bastoni Wealth ManagementGold River, CA
Sarasota, FL		 NewEdgeRIA Pending Citywire

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.