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Allworth Financial acquires Salzinger Sheaff Brock and Sheaff Brock

Jun 24, 2025•19 days ago

Acquiring Company

Allworth Financial

Acquired Company

Sheaff Brock Investment Advisors

Folsom

Indianapolis

IndianapolisFintechFinanceAngel InvestmentAngel Investment

Description

Allworth Financial has announced the acquisition of Indianapolis-based Salzinger Sheaff Brock and Sheaff Brock Investment Advisors. This move marks Allworth's 42nd acquisition since 2018 and expands its total assets under management to over $30 billion. The acquisition strengthens Allworth's investment capabilities and client services, particularly in the Midwest. Clients will benefit from Allworth's comprehensive wealth management resources.

Company Information

Company

Allworth Financial

Location

Folsom, California, United States

About

Allworth Financial, founded in 1993 and headquartered in Folsom, California, is a national, full-service registered investment advisory firm managing approximately $30 billion in assets. With a presence in all 50 states through more than 40 offices, Allworth provides integrated financial planning services including investment management, tax strategy and preparation, estate planning, insurance, and 401(k) solutions. Backed by Lightyear Capital and the Ontario Teachers' Pension Plan Board, the firm has completed over 40 acquisitions since 2018. Consistently ranked among Barron’s top 20 RIAs, Allworth is dedicated to delivering scalable, personalized financial guidance that empowers clients to plan wisely and live fully.

FundzWatch™ Score

High M&A Activity

M&A Insights

Based on deal data

Integration timeline

70% of M&A integrations take 12-24 months to complete

Tech stack consolidation

83% of merged companies consolidate technology vendors within first year

Post-acquisition investment

Companies increase IT spending by 23% on average after acquisitions

Success factor