Pension-Backed Allworth Financial Buys RIA DeBoer Financial Group

Posted on 10/24/2021


Back in 2020, Ontario Teachers’ Pension Plan Board and Lightyear Capital bought wealth management firm Folsom, CA-based Allworth Financial. On October 13, 2021, Allworth Financial bought Roseville, CA-based DeBoer Financial Group, which has US$ 180 million in assets under management. DeBoer Financial Group was founded in 2003 by Jeffrey DeBoer.

Keywords: Ontario Teachers Pension Plan.

    Get News, People, and Transactions, Delivered to Your Inbox