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FUNDRAISING NEWS | June 21, 2024

Allworth Financial Acquires $220M California RIA

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Allworth Financial has acquired Del Monte Group, a boutique RIA based in Alamo, California, with approximately $220 million in assets under management. 

Founded in 1992 by Richard and Ingrid Del Monte, Del Monte Group was previously co-owned with president Angela Wright. As part of the acquisition, one other advisor and two support staff members from Del Monte Group will join Allworth. Angela Wright will not be joining Allworth in the move. The team will relocate to Allworth’s office in Walnut Creek, which was established in 2021 through the acquisition of Shone Wealth Management. This acquisition marks Allworth’s 18th advisor team in California and its 42nd in the United States. 

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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