Acquiring Company
Allworth Financial
Acquired Company
High Falls Advisors
FolsomCity Of RochesterFinanceFintechFinancial ServicesFinanceBankingConsultingDescription
Allworth Financial has acquired two advisory firms, High Falls Advisors and Holistic Financial Partners, enhancing its service offerings. High Falls Advisors brings $665 million in assets, while Holistic Financial Partners specializes in divorce financial planning with $282 million in assets. The acquisitions add a total of 23 professionals to Allworth's team, contributing to its accelerated growth and expanded national presence.
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Based on deal dataFrequently asked
Who acquired High Falls Advisors?
High Falls Advisors was acquired by Allworth Financial, based in Folsom. The deal was reported on September 1, 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 High Falls Advisors?
Allworth Financial's acquisition of High Falls Advisors was reported on September 1, 2026. Allworth Financial has acquired two advisory firms, High Falls Advisors and Holistic Financial Partners, enhancing its service offerings. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does High Falls Advisors do?
High Falls Advisors is a wealth management and tax advisory firm that manages approximately $665 million in assets. The firm offers integrated financial planning and tax services, focusing on delivering comprehensive solutions to its clients. It is privately held, operating in Financial Services, and is based in City Of Rochester.
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