Allworth Financial acquires $340 million RIA

first_img Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team. 1 Office changes like remote lobby check-in are part of new normal 4 Why Tony Robbins, tax shelters and financial advisers don’t mix The Gates divorce: Lessons for financial advisers House panel unanimously passes SECURE 2.0 5 Newsletterscenter_img For reprint and licensing requests for this article, click here,MOST READ House committee poised to advance SECURE 2.0 retirement savings bill 3 InvestCloud to acquire Advicent and NaviPlan planning software Allworth Financial, a Sacramento, California-based registered investment adviser that manages almost $11 billion, has acquired Shone Wealth Management, an RIA firm managing $340 million in Walnut Creek, California. Founded in 2005 by Mark Shone, the eponymous firm serves approximately 300 client households.[More: Canadian teachers become unlikely owners of US advisory firm Allworth] 2last_img read more