Allworth Financial acquires Del Monte Group
Other - JUNE 18, 2024

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Allworth Financial acquires Del Monte Group

by Lewis Dayton

Del Monte Group, a Walnut Creek, Calif.-based registered investment advisor (RIA) with more than $220 million in assets, has been acquired by Allworth Financial, a Folsom, Calif.-based RIA with roughly $22 billion in assets under advisement, reported Diana Britton for WealthManagement.

The acquisition follows Allworth’s acquisition earlier this month of Stewart and Patten Company, a Lafayette, Calif.-based firm with $1 billion in client assets.

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