Allworth Financial has acquired Sachetta, a Massachusetts-based wealth and tax advisory firm with approximately $1.1 billion in assets under management. And Allworth also announced the acquisition of Arthur Stein Financial, a Bethesda, Maryland-based registered investment advisor specializing in comprehensive financial planning for federal employees and retirees.
The acquisition adds 21 professionals, including 13 wealth and tax advisors, and approximately 630 client households to Allworth’s platform while expanding its presence in the Greater Boston market.
Sachetta operates an integrated wealth management and tax advisory model in which tax planning is incorporated into client relationships.
The firm also has specialized experience advising business owners and has established a next-generation leadership team and succession plan.
Sachetta clients will gain access to Allworth’s broader investment capabilities, estate planning resources, private markets offerings, digital tools and operational support while continuing to work with their existing advisors.
The acquisition is among Allworth’s first since entering a new investment partnership with Integrum Holdings, Lightyear Capital and Ontario Teachers’ Pension Plan in April 2026.
The transaction expands Allworth’s Mid-Atlantic presence and adds a specialized advisory practice focused on a defined customer segment.
Houlihan Lokey represented Sachetta in the transaction.
Allworth has approximately $39 billion in assets under management and administration, operates more than 40 offices nationwide and has completed over 45 acquisitions since 2018.
KEY QUOTES:
“What stood out about Sachetta is that their entire firm is built around the idea that tax planning and wealth management can’t be separated.”
John Bunch, Chief Executive Officer of Allworth Financial
“With Allworth’s resources, we will be able to grow far more quickly and efficiently without sacrificing what’s made us special in the first place: our relationship with our clients.”
Michael Callahan, Partner at Sachetta
“The addition of in-house CPAs and attorneys for tax and estate planning means we can now offer clients a truly coordinated approach where every financial decision is evaluated in the context of their full financial picture.”
Arthur Stein, Founder of Arthur Stein Financial
