Acquiring Company
Allworth Financial
Acquired Company
Grunden Financial Advisory
FolsomDentonFinanceFintechFinanceFintechDescription
Allworth Financial has acquired Grunden Financial Advisory, expanding its footprint in North Texas. This acquisition supports Allworth's growth strategy and enhances its national advisory platform. Grunden's team will continue their roles while gaining access to Allworth's resources.
Quick answer
Allworth Financial is acquiring Grunden Financial Advisory, announced January 20, 2026. Allworth Financial is based in Folsom, California, United States.
- How much did Allworth Financial pay for Grunden Financial Advisory?
- 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 Grunden Financial Advisory based?
- Allworth Financial is based in Folsom, California, United States. Grunden Financial Advisory is based in Denton, Texas, 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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Frequently asked
Who acquired Grunden Financial Advisory?
Grunden Financial Advisory was acquired by Allworth Financial, based in Folsom. The deal was reported on January 20, 2026. 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 Grunden Financial Advisory?
Allworth Financial's acquisition of Grunden Financial Advisory was reported on January 20, 2026. Allworth Financial has acquired Grunden Financial Advisory, expanding its footprint in North Texas. This acquisition supports Allworth's growth strategy and enhances its national advisory platform. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Grunden Financial Advisory do?
Grunden Financial Advisory Inc. is a team of financial professionals dedicated to helping clients achieve long-term financial security, prosperity, and fulfillment. It is privately held, operating in Finance, and is based in Denton.
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