On January 20, 2026, Allworth Financial announced that it had acquired Grunden Financial Advisory.
Allworth Financial (“Allworth”) announced, on January 20, 2026, that it had acquired Grunden Financial Advisory (“Grunden”). Under the terms of the transaction, Grunden’s six-person team, including three partner advisors, will continue in their existing roles. Further terms of the transaction were not disclosed.
Allworth, based in Folsom, California, is a national, full-service registered investment advisory firm specializing in investment management, tax preparation, estate planning, and 401(k) management services. Allworth has approximately $34 billion in assets under management and administration.
Grunden, based in Denton, Texas, is a registered investment advisor offering wealth management services to multigenerational families. Grunden has approximately $500 million in assets under management. Grunden was represented by Hue Partners in the transaction.
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