Allworth Financial Expands National Footprint and Investment Capabilities with Acquisition of Salzinger Sheaff Brock and Sheaff Brock

The partnership reinforces Allworth as a top destination for clients and advisors nationwide,
and grows AUM and AUA past $30B

FOLSOM, Calif., June 24, 2025 /PRNewswire/ -- Allworth Financial, an award-winning, full-service national RIA, today announced the acquisition of Indianapolis-based sister firms Salzinger Sheaff Brock and Sheaff Brock Investment Advisors. The transaction marks Allworth's 42nd acquisition since 2018 and brings the firm's total assets under management and administration to over $30 billion, now serving more than 28,000 client households across the U.S.

Salzinger Sheaff Brock and Sheaff Brock manage more than $1.5 billion in combined assets and have earned a reputation for active investment management and deep client relationships with high-net-worth individuals. This strategic acquisition expands Allworth's investment capabilities and deepens its presence in the Midwest.

"This acquisition represents the next step in our growth as a national destination for clients seeking expert guidance and personalized planning," said Allworth CEO John Bunch. "I've known their team for over two decades, and not only are they one of the most impressive firms I've had the pleasure to engage with, but they also embody the kind of talent, philosophy, and client-first mindset that aligns with Allworth's vision and direction."

Clients of Salzinger Sheaff Brock and Sheaff Brock will benefit from access to Allworth's full-service offering, including investment management, tax strategy, estate planning, insurance, and retirement services — all delivered through a team-based approach designed to simplify the complex and help clients achieve long-term peace of mind.

"This partnership marks a significant milestone in our journey," said Mark Salzinger, co-founder of Salzinger Sheaff Brock. "Combining our specialized investment strategies with Allworth's comprehensive wealth management approach creates a powerful platform that will benefit our clients for years to come."

"Joining Allworth represents a continued evolution for our firm," said David Gilreath, Managing Director at Sheaff Brock. "This partnership ensures our clients will continue receiving the investment expertise they've come to expect while gaining access to Allworth's comprehensive wealth planning resources. Our entire team is excited about this new chapter.

" This partnership is part of Allworth's broader strategy to build a scaled, multi-generational firm that meets the complex needs of today's high-net-worth investors. By integrating specialized talent, expanding geographic reach, and investing in deep planning capabilities, Allworth is positioning itself as a destination for both clients and advisors seeking a more sophisticated, comprehensive, and personalized wealth management experience.

About Allworth Financial
Founded in 1993 and headquartered in Folsom, California, Allworth Financial is a national, full-service registered investment advisory firm with approximately $30 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. Backed by Lightyear Capital and the Ontario Teachers' Pension Plan Board, the firm has completed more than 40 acquisitions since 2018. Consistently recognized as a top 20 RIA by Barron's, Allworth is committed to providing scalable, personalized financial guidance that helps clients plan wisely and enjoy life. For more information, visit: AllworthFinancial.com

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SOURCE Allworth Financial