Allworth Acquires Second Opinion


September 14, 2022

On August 24, 2022, Allworth Financial announced the acquisition of Second Opinion Partners.

Under the terms of the agreement, Allworth Financial (“Allworth”) acquired Second Opinion Partners (“Second Opinion”). Joshua Kadish and Nicole Mayer of Second Opinion joined Allworth upon completion of the transaction. Further terms were not disclosed.

Allworth, based in Folsom, California, is a Registered Investment Adviser with approximately $15 billion in assets under advisement.

Second Opinion, based in the Chicago suburb Riverwoods, Illinois, is a wealth management firm offering investment advising and retirement planning services.

To read the press release, please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.