On June 8, 2022, Allworth Financial Group and Adams Chetwood Wealth Management announced that they will merge.
Allworth Financial Group (“Allworth”) will merge with Adams Chetwood Wealth Management (“Chetwood Management”). Terms of the agreement were not disclosed.
Allworth, based in Sacramento, California, is a registered investment adviser. As of December 31, 2021, Allworth Financial had approximately $14 billion in assets under management and administration.
Chetwood Management, based in Durham, North Carolina, is a registered investment adviser specializing in financial planning and investment management. As of March 16, 2022, Chetwood Management had $294 million in assets under management. Chetwood Management is a client of Republic Capital Group.
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