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High Falls Advisors

ROCHESTER, NY

CRD: 108678

In PWD coverage since September 1, 2026 · 1 story

$695MRegulatory AUMSEC Form ADV · Sep 25

17EmployeesForm ADV

1Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Regulatory AUM · Sep 4 – Sep 25

Talent flow · 12 monthsOn the wire →

Net +1 · 1 arrivals · 0 departures

Arrivals

James H McBride

Sep 7 · from Allworth Financial

Departures

None tracked.

Aug 31, 26Deal closedHolistic Financial Partners · Allworth Financial · $947M — coverage

PWD coverage

M&A

Two tax-led firms push Allworth past $40 billion and show where its private-equity capital is going.