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FUNDRAISING NEWS | December 11, 2024

Allworth Financial Buys $383M RIA WealthPoint Advisors

Tags: RIA, Mergers / Acquisitions

Allworth Financial has acquired Indianapolis-based RIA WealthPoint Advisors, bringing approximately $383M in client assets and adding its second office in the city.

The four-person WealthPoint team is led by President Brent Walker, accompanied by wealth advisor Matthew Holmes and associate advisor Jack Newcomer, and supported by client service and operations administrator Pamela Stephenson. Semi-retired veteran advisor Michael Skehan also supports the WealthPoint team as a part-time senior advisor. 

Following the transaction, Allworth said it now oversees nearly $26B in total assets under advisement, servicing clients across all 50 states through its network of 47 offices in the country. 

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Written By: Dakota

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