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  6. Allworth Financial Acquires FSA Wealth Management

M&A Deal Summary

Allworth Financial Acquires FSA Wealth Management

On December 2, 2025, Allworth Financial acquired financial services company FSA Wealth Management

Acquisition Highlights
  • This is Allworth Financial’s 8th transaction in the Financial Services sector.
  • This is Allworth Financial’s 8th transaction in the United States.
  • This is Allworth Financial’s 2nd transaction in Massachusetts.

M&A Deal Summary
Date 2025-12-02
Target FSA Wealth Management
Sector Financial Services
Buyer(s) Allworth Financial
Deal Type Add-on Acquisition
Advisor(s) Houlihan Lokey (Financial)

Target

FSA Wealth Management

Needham, Massachusetts, United States
FSA Wealth Management is an investment-advisory firm that provides financial planning, wealth management, retirement planning, estate and charitable planning, and investment management services. FSA Wealth Management was founded in 2006 and is headquartered in Needham, Massachusetts.

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Buyer(S) 1

Buyer

Allworth Financial

Sacramento, California, United States
Category Company
Founded 1993
Sector Financial Services
DESCRIPTION

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California.

DEAL STATS #
Overall 8 of 8
Sector: Financial Services M&A 8 of 8
Type: Add-on Acquisition M&A Deals 8 of 8
State: Massachusetts M&A 2 of 2
Country: United States M&A 8 of 8
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-01 Shorepoint Capital Partners

Norwood, Massachusetts, United States

Shorepoint Capital Partners provides personalized financial planning and a model-based investment approach rooted in individual equities, bonds, and alternative investments. Shorepoint Capital Partners was founded in 2009 and is based in Norwood, Massachusetts.

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