On July 11, 2023, Allworth Financial, L.P. announced the acquisition of The Harvest Group Wealth Management.
Under the terms of the agreement, Allworth Financial, L.P. (“Allworth”) has acquired The Harvest Group Wealth Management (“Harvest”) and added Harvest principals Roger and Laurie Ingwersen as equity partners. 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.
Harvest is a registered investment advisor based in Waltham, Massachusetts. Harvest manages $260 million in client assets.
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