The announcement comes amid a period of accelerated growth for Allworth. Since announcing its investment partnership earlier this year, the firm has completed four acquisitions, expanded its presence in key growth markets, surpassed $40 billion in AuM, and continued adding specialized capabilities that deepen the services available across its national platform.

High Falls Advisors brings 21 professionals to Allworth, including a multidisciplinary team of 12 advisors. The firm will deepen Allworth's presence in the Rochester market, where it operates alongside an existing office, and adds a CPA-led, in-house tax practice that is fully integrated into the client planning process. Led by Kenneth Burke and Jennifer Vogler, who purchased the firm from its founders in 2020, they have grown it independently since. High Falls also brings investment strategies, including two private funds, that expand capabilities across Allworth's national platform.

Holistic Financial Partners, led by Jason Llewellyn, adds dedicated divorce financial planning capabilities to Allworth's national platform. Llewellyn, who will be joining Allworth as a partner advisor, is the current chair of the Institute of Divorce Financial Analysts. He brings more than a decade of experience guiding clients through asset division, tax strategy, post-divorce budgeting, and long-term financial planning. The addition of Holistic Financial Partners brings a planning discipline to Allworth's national platform that few large RIAs offer in a dedicated, structured way.

"These two firms represent exactly what we look for in a partnership: proven leadership teams, distinctive capabilities, and a shared belief that clients deserve more than a single-discipline approach to financial advice," said John Bunch, chief executive officer of Allworth Financial. "Ken and Jen have built a standout advisory practice in Rochester with the kind of integrated tax and planning model that directly strengthens our platform. And Jason brings something we think is genuinely underserved in this industry: a dedicated, expert-led approach to helping people navigate the financial side of divorce."

Clients of both firms will continue working with the advisors they know and trust while gaining access to Allworth's broader platform, including expanded investment capabilities, advanced estate planning resources, dedicated client service and digital tools, and collaboration with Allworth's tax specialists across its national office network.

"As we grow, we want to offer more advanced solutions for our clients and create additional growth opportunities for our team. Allworth enhances our ability to do both," said Burke, president and CEO of High Falls Advisors. "We are excited about the resources, expertise and opportunities that Allworth brings to our firm and, most important, to our clients."

"From the first conversation, it was clear that Allworth understood the value of what we've built and had a real vision for where it could go," said Llewellyn, partner advisor Holistic Financial Partners. "Allworth has the tax and estate planning infrastructure, the marketing resources, and the national reach to help us serve more people during one of the most financially consequential moments of their lives."

Founded in 1993 and headquartered in Folsom, California, Allworth Financial is a national, full-service registered investment advisory firm with more than $40 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401 management.