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FUNDRAISING NEWS | June 04, 2024

Allworth Acquires San Fran RIA

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Allworth Financial has acquired Stewart & Patten Company, a San Francisco-based RIA and investment manager with approximately $1 billion in assets under management. 

Stewart & Patten was established in 1965 by Jack Stewart and Ronald Patten. The firm has been managed in recent years by Robert Gentry, a former Franklin Templeton alum, and CPA Lori Sherman, who joined in 1997 and 2000, respectively. Gentry and Sherman will join Allworth as partners and advisors. They will be accompanied by five client support staffers. This acquisition marks Allworth’s 42nd office nationwide and its 17th in California. It is Allworth’s first RIA acquisition since January. 

The specific financial terms of the acquisition were not disclosed. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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