Republic Capital Group Advises Adams Chetwood Wealth Management Group on Sale to Allworth Financial

Adams Chetwood Wealth Management Group is a North Carolina-based wealth management firm serving approximately 210 clients across the greater Southeastern United States, with more than $300 million in assets under management. Led by Managing Partner Eric Chetwood, the firm has grown to its current size in less than 10 years, providing comprehensive fiduciary retirement planning, investment management, and estate planning services for individuals and families.

Allworth Financial is a national wealth management firm with $15 billion in assets under administration and clients in all 50 states. Founded in 1993 in Sacramento, California, the firm is led by Co-CEOs and Co-founders Scott Hanson and Pat McClain.

Republic Capital Group served as exclusive advisor to Adams Chetwood Wealth Management Group on its sale to Allworth Financial.

Adams Chetwood Wealth Management Group

has merged with

Allworth Financial

“Not only are we excited to be expanding into the North Carolina market, we are grateful to the team at Republic Capital Group for introducing us to a firm that has both an established history of growth and a culture that closely aligns with what we’ve built at Allworth.”
Pat McClain — Co-CEO, Co-founder, Allworth Financial Group

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE