Allworth Financial, a national RIA headquartered in Folsom, California, has completed two acquisitions that deepen its tax-integrated wealth management capabilities and extend its geographic footprint. The firm announced on August 4, 2026, that it has acquired Sachetta, a Lynnfield, Massachusetts-based practice managing $1.1 billion in client assets. The deal brings 21 professionals—including 13 wealth and tax advisors—and roughly 630 client households into Allworth's platform, strengthening its presence in the Greater Boston market.
Sachetta's business model embeds tax planning directly into every client relationship, a structure that aligns with Allworth's broader push toward coordinated financial planning, investment management, and tax services. John Bunch, Allworth's chief executive officer, noted that Sachetta's entire firm is built around the principle that tax planning and wealth management cannot be separated. He also highlighted Sachetta's leadership depth and succession planning as key factors in the decision, which will help Allworth better serve business-owner clients across its national platform.
Michael Callahan, a partner at Sachetta, framed the transaction as a scale play without a cultural compromise. By joining Allworth, Sachetta gains access to the resources of a much larger organization while preserving the client-first culture that has defined its practice, he said.
In a separate transaction disclosed the same day, Allworth acquired Arthur Stein Financial, a Bethesda, Maryland-based RIA specializing in financial planning for federal employees and retirees. That deal extends Allworth into the Mid-Atlantic region and adds a niche practice that addresses the distinct planning needs of federal workers, including pension optimization, Thrift Savings Plan allocations, and the timing of federal benefits. Founder Arthur Stein said the addition of in-house CPAs and attorneys for tax and estate planning will allow his clients to receive a truly coordinated approach, where every financial decision is evaluated in the context of their full financial picture.
Both acquisitions follow a capital-structure shift announced in April, when Allworth brought in Integrum Holdings as a new strategic investor alongside existing backers Lightyear Capital and Ontario Teachers' Pension Plan. At the time, Bunch described the expanded investor base as fuel for the firm's existing playbook rather than a pivot. Integrum founding partner Tagar Olson said the goal was to back the talent, technology, and capabilities needed to scale the platform.
The deals reflect a broader trend of consolidators acquiring practices with specialized tax-planning expertise. Just weeks earlier, Cetera announced its acquisition of the $1.9 billion Darnall Sikes Wealth Partners, which joined Avantax Planning Partners within Cetera's RIA channel. For more on the pace of RIA consolidation, see this analysis of 2026 deal flow.
Allworth's expansion also echoes moves by other firms seeking to add tax capabilities. For instance, Sequoia and Simplicity have made similar acquisitions to broaden their tax and regional reach. Additionally, the integration of tax services is becoming a key differentiator in the RIA space, as noted in recent wealthtech consolidation trends.
With these transactions, Allworth continues to execute on its growth strategy, leveraging its new capital partner to pursue acquisitions that enhance its service offerings and geographic diversification. The firm has not disclosed the financial terms of either deal.
