Allworth Financial announced Tuesday that it has acquired RedRock Financial & Insurance Services, a Chico, California-based firm overseeing $283 million in assets.
RedRock’s partners, Kathleen Carpenter, Diane Knight and Benjamin Knight, will be joining Allworth along with their team.
Allworth is a Folsom, California-based registered investment advisor that advises on $15 billion in assets.
Terms of the transaction were not disclosed.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
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From direct lending to asset-based finance to commercial real estate debt.
