On November 12, 2024, Allworth Financial, L.P. announced its acquisition of City Fiduciary Group.
Allworth Financial, L.P. (“Allworth”) announced, on November 12, 2024, its acquisition of City Fiduciary Group (“City Fiduciary”). City Fiduciary will join Allworth along with 31 professionals across investment advisory and tax services. Further terms of the deal were not disclosed.
Allworth, based in Folsom, California, is a full-service registered investment advisor specializing in investment management, tax planning and preparation, estate planning and 401(k) management. As of December 2024, Allworth had approximately $19.3 billion in assets under management.
City Fiduciary, based in Vancouver, Washington, is a tax planning and wealth management firm. As of November 2024, City Fiduciary had approximately $839 million in assets under management.
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