Allworth Acquires One To One Financial


March 29, 2023

On March 8, 2023, Allworth Financial, L.P. announced the acquisition of One To One Financial Advisors.

Under the terms of the agreement, Allworth Financial, L.P. (“Allworth”) has acquired all the assets of One To One Financial Advisors (“One To One”). Financial terms were not disclosed.

Allworth, based in Sacramento, California, is a registered investment advisor with 30 offices nationwide and approximately $15 billion in assets under advisement.

One To One, based in Indianapolis, is a registered investment advisor specializing in retirement planning and risk management services. One To One has $417 million in assets under administration.

To read the press release: please click here.

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