Allworth Financial, a Folsom, California-based registered investment adviser managing $13 billion, has acquired DeBoer Financial Group, a Roseville, California-based RIA managing $180 million.
Founded in 2003, DeBoer Financial Group is located only a few miles from Allworth’s corporate headquarters.
“Sometimes the best opportunities are right in your own backyard,” said Scott Hanson, Allworth’s co-CEO and co-founder.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
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