Allworth Financial announced the acquisition of Ryan Wealth Management, an RIA firm with offices in Yuba City, California, and Spokane, Washington. This partnership strengthens Allworth’s presence in the California and Pacific Northwest markets while further expanding the firm’s expertise in retirement and investment advisory services.
Ryan Wealth Management brings about $500 million in assets under management to Allworth and serves over 800 client households. And the firm’s experienced team includes three partner advisors and several support staff members across its two office locations.
Allworth Financial—founded in 1993 in Sacramento, California—has nearly $26 billion in assets under advisement, clients in all 50 states, and 47 offices nationwide. It is a full-service RIA that specializes in investment management, tax planning and preparation, estate planning, and 401(k) management.
KEY QUOTES:
“Ryan Wealth Management has built a strong reputation for providing comprehensive financial guidance to their clients. Their commitment to client service and their expertise in retirement planning aligns well with our approach to financial advice. Allworth has a robust presence in Northern California, and this partnership allows us to expand into a part of the state that continues to grow.”
– John Bunch, CEO of Allworth Financial
“When we considered the future of our firm, we found that Allworth’s client-first philosophy and their comprehensive approach to serving their clients matched our vision. This partnership will provide our team with enhanced resources and technology while allowing us to maintain the personalized service our clients have come to expect.”
– Rob Ryan, Principal at Ryan Wealth Management
