On June 24, 2025, Allworth Financial announced that it acquired Salzinger Sheaff Brock and Sheaff Brock Investment Advisors.
Allworth Financial (“Allworth”) announced, on June 24, 2025, that it acquired sister firms Salzinger Sheaff Brock and Sheaff Brock Investment Advisors (“Salzinger Sheaff Brock and Sheaff Brock”). Under the terms of the transaction, Salzinger Sheaff Brock and Sheaff Brock’s teams will join 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. Allworth has approximately $30 billion in client assets.
Salzinger Sheaff Brock and Sheaff Brock, based in Indianapolis, Indiana, are sister firms and registered investment advisors offering investment management, tax strategy, estate planning, insurance, and retirement services. Salzinger Sheaff Brock and Sheaff Brock have combined assets of approximately $1.5 billion.
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