On December 10, 2024, Allworth Financial, L.P. announced that it acquired WealthPoint Advisors, LLC.
Allworth Financial, L.P. (“Allworth”) announced, on December 10, 2024, that it acquired WealthPoint Advisors, LLC (“WealthPoint”). WealthPoint brings to Allworth an experienced team of advisors and support staff. 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.
WealthPoint, based in Indianapolis, Indiana, is a fee-only registered investment advisor providing comprehensive, personalized financial planning services. As of December 2024, WealthPoint had approximately $383 million in assets under management.
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