Allworth Financial, a Folsom, California-based registered investment adviser advising on $15 billion in assets, has acquired UAS Wealth Advisors of Albuquerque, New Mexico, and Adams Chetwood Wealth Management Group of Durham, North Carolina.
Financial terms of the agreements were not disclosed.
UAS, founded in 1990, manages $427 million in assets. UAS specializes in providing comprehensive fiduciary retirement planning and client-focused investment management advice. Matt Keller, chief executive officer; Kirk Hudson, chief financial officer; and Austin McDaniel, chief investment officer of UAS, will join Allworth as partner-advisers, Allworth said in a press release.
In business less than 10 years, Adams Chetwood manages $300 million. The firm specializes in providing fiduciary retirement planning, client-focused investment management, and estate planning recommendations for individuals and families, Allworth said in a separate release.
The addition of Eric Chetwood, managing partner of Adams Chetwood, and his team of professionals to Allworth “checks every box necessary for a long and rewarding partnership,” said Scott Hanson, co-chief executive officer and co-founder of Allworth.
The agreement with UAS expands Allworth’s Southwestern U.S. footprint while the agreement with Adams Chetwood adds another Allworth office in the Southeastern U.S. Allworth now has 25 offices nationwide.
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