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Thursday, October 22, 2026The Morning Brief →Sign in
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Holistic Financial Partners

INDIANAPOLIS, IN
CRD: 170913
In network coverage since September 1, 2026 · 1 story
$445MRegulatory AUMSEC Form ADV · Aug 16
6EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Deal closedHigh Falls Advisors · Allworth Financial · $947M — coverage
Network coverage
M&A

Allworth's $947M double deal is a tax-capability bet

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