Acquiring Company
Allworth Financial
Acquired Company
FSA Wealth Management
FolsomNeedhamFinanceFintechFinanceFintechDescription
Allworth Financial has acquired FSA Wealth Management, strengthening its presence in Greater Boston. This acquisition adds six new professionals to Allworth and enhances its advisory capabilities. FSA's team will continue serving clients while accessing Allworth's comprehensive resources. The deal aligns with Allworth's strategy to expand in key growth markets.
Quick answer
Allworth Financial is acquiring FSA Wealth Management, announced December 2, 2025. Allworth Financial is based in Folsom, California, United States.
- How much did Allworth Financial pay for FSA Wealth Management?
- The deal value was not disclosed.
- What does Allworth Financial do?
- Allworth Financial is a financial advisory firm with a nationwide presence, and it recently acquired Wall Township-based George McKelvey Company.
- Where are Allworth Financial and FSA Wealth Management based?
- Allworth Financial is based in Folsom, California, United States. FSA Wealth Management is based in Needham, Massachusetts, United States.
- Who are the decision-makers at Allworth Financial?
- Fundz holds 1 contact at Allworth Financial. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Allworth Financial, and when
When Allworth Financial changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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- The decision-makers there, with verified emails
- Who you already know at Allworth Financial, from your own LinkedIn network
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Frequently asked
Who acquired FSA Wealth Management?
FSA Wealth Management was acquired by Allworth Financial, based in Folsom. The deal was reported on December 2, 2025. Allworth Financial is a financial advisory firm with a nationwide presence, and it recently acquired Wall Township-based George McKelvey Company. Allworth Financial is privately held and operates in Finance.
When did Allworth Financial acquire FSA Wealth Management?
Allworth Financial's acquisition of FSA Wealth Management was reported on December 2, 2025. Allworth Financial has acquired FSA Wealth Management, strengthening its presence in Greater Boston. This acquisition adds six new professionals to Allworth and enhances its advisory capabilities. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does FSA Wealth Management do?
FSA Wealth Management is a fiduciary advisory firm with $460 million in assets under management. The firm is known for its commitment to fiduciary service and specializes in complex retirement and tax planning. It is privately held, operating in Finance, and is based in Needham.
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