On October 1, 2025, Allworth Financial announced that it acquired Shorepoint Capital Partners.
Allworth Financial (“Allworth”) announced, on October 1, 2025, that it acquired Shorepoint Capital Partners (“Shorepoint”). Under the terms of the transaction, 10 Shorepoint team members, including four advisors and six support staff, 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 $31 billion in assets under management.
Shorepoint, based in Norwood, Massachusetts, is a registered investment advisor offering customized wealth management services. Shorepoint has approximately $850 million in assets under management. Shorepoint was represented by Hue Partners in the transaction.
To read the press release: please click here.