Allworth Acquires High Falls Advisors and Holistic Financial Partners
Allworth Financial (“Allworth”) announced, on September 1, 2026, that it had acquired both High Falls Advisors (“High Falls”) and Holistic Financial Partners (“Holistic”). Under the terms of the High Falls transaction, a total of 21 professionals will join Allworth. Under the terms of the Holistic transaction, a total of 2 professionals will join Allworth. Further terms of the transactions were not disclosed.
Allworth, based in Folsom, California, is a registered investment advisor offering investment management, financial planning, tax planning and preparation, insurance, 401(k) management and estate planning services. Allworth has approximately $40 billion in assets under management.
High Falls, based in Rochester, New York, is a registered investment advisor specializing in tax planning services. High Falls oversees approximately $665 million in assets.
Holistic, based in Indianapolis, Indiana, is a registered investment advisor specializing in financial planning for divorcees. Holistic oversees approximately $282 million in assets.
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