On December 2, 2025, Allworth Financial announced that it acquired FSA Wealth Management.
Allworth Financial (“Allworth”) announced, on December 2, 2025, that it acquired FSA Wealth Management (“FSA”). Under the terms of the transaction, FSA’s team of six professionals, including five financial advisors, will relocate to Allworth’s existing office in Waltham, Massachusetts. Further terms of the transaction 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. Allworth has approximately $31 billion in assets under management.
FSA, based in Needham, Massachusetts, is a registered investment advisor offering integrated financial planning and fiduciary advising services. FSA has approximately $460 million in assets under management.
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