Allworth Financial to Partner with RG Capital

November 24, 2021

On November 10, 2021, Allworth Financial, L.P. announced that it will partner with RG Capital Investment Advisory Services.

Under the terms of the transaction, Allworth Financial, L.P. (“Allworth Financial”) will partner with RG Capital Investment Advisory Services (“RG Capital”). Terms of the transaction were not disclosed.

Allworth Financial, headquartered in Sacramento, California, is a Registered Investment Adviser that has approximately $14 billion in assets under management.

RG Capital, based in Scottsdale, Arizona, is a registered investment adviser that provides fiduciary retirement planning and client-focused investment management services primarily for dental professionals. RG Capital has approximately $176 million in assets under management.

To read the press release: please click here.


Categories

Investment Manager M&A, Transactions