Allworth Financial, a full-service national registered investment adviser (RIA), has announced the acquisition of two advisory firms: High Falls Advisors, a Rochester, N.Y.-based wealth management and tax advisory firm overseeing $665 million in assets under management (AUM), and Holistic Financial Partners, an Indianapolis-based RIA overseeing approximately $282 million in AUM that specializes in financial planning for individuals navigating divorce. Together, the acquisitions add 23 professionals, including 13 wealth and tax advisers, to Allworth’s growing national platform.
The announcement comes amid a period of accelerated growth for Allworth. Since announcing its strategic investment partnership earlier in 2026, the firm has completed four acquisitions, expanded its presence in key growth markets, surpassed $40 billion in assets under management and continued adding specialized capabilities that deepen the services available across its national platform. The momentum
