Allworth Financial acquires $340 million RIA
Shone Wealth Management, based in Walnut Creek, California, serves about 300 client households.
Allworth Financial, a Sacramento, California-based registered investment adviser that manages almost $11 billion, has acquired Shone Wealth Management, an RIA firm managing $340 million in Walnut Creek, California.
Founded in 2005 by Mark Shone, the eponymous firm serves approximately 300 client households.
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