On December 4, 2024, Allworth Financial, L.P. announced that it acquired Ryan Wealth Management.
Allworth Financial, L.P. (“Allworth”) announced, on December 4, 2024, that it acquired Ryan Wealth Management (“Ryan”). Ryan brings three partner advisors and several support staff members to Allworth. 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. As of December 2024, Allworth had approximately $25 billion in client assets.
Ryan, based in Yuba City, California, is a registered investment advisor offering services including financial planning, retirement planning and estate planning to a mix of high-net-worth individuals, trusts, businesses and pension plans. As of December 2024, Ryan had approximately $500 million in assets under management.
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