Allworth Financial, a national registered investment advisory (RIA) firm with approximately $34 billion in assets under management, has announced a strategic partnership with RISR, a business owner engagement platform designed for financial advisors. Through this collaboration, Allworth advisors will integrate RISR’s planning technology to guide entrepreneurs through every stage of the business lifecycle, from growth and valuation to succession and exit.
The partnership aims to strengthen Allworth’s capacity to deliver coordinated financial, tax, and business planning, which are central to the firm’s approach. By leveraging RISR’s unified dashboard, Allworth intends to serve business owners nationwide with institutional-level planning capabilities combined with personalized local guidance.
John Bunch, Chief Executive Officer of Allworth Financial, stated, “Allworth remains committed to the idea that quality financial guidance is both comprehensive and personalized, with our success tied to our clients’ success. Our partnership with RISR builds on that commitment by giving our advisors additional, modern tools to support business owners who are the backbone of local economies, helping them make confident decisions about their businesses, their families and their futures.”
The current market indicates an acceleration in business transitions as many owners approach retirement, driving an increased demand for integrated valuation, tax-aware succession, and exit planning. RISR’s platform enables Allworth advisors to seamlessly incorporate business insights into broader financial plans, ensuring alignment between business, personal, and tax strategies during liquidity events and long-term planning.
Jason Early, founder and Chief Executive Officer of RISR, commented, “Business owners don’t experience their finances in silos, and neither should their advisors. Allworth has built a highly innovative model by bringing tax and advisory services together at scale. Our partnership helps extend that model even further, giving advisors a modern, data-driven framework to deliver enterprise-level business owner planning to entrepreneurs in communities across the country.”
RISR’s platform streamlines complex workflows associated with business owner planning, allowing advisors to assess business value, model various succession scenarios, and connect personal, business, and tax considerations within a centralized experience. This integration aligns with the growing industry demand for technology that can scale specialized planning while maintaining personalization and strong advisor-client relationships.
End clients will access RISR’s insights and deliverables directly through select Allworth advisors as part of the firm’s integrated planning offering. RISR, founded in 2024 and backed by financial industry veterans, offers deep insights into valuation, growth opportunities, and risk assessment, supporting areas such as succession and exit planning, estate and legacy planning, retirement planning, insurance coverage, tax planning, and capital and liquidity planning.
Allworth Financial, established in 1993 and headquartered in Folsom, California, operates in all 50 states through over 40 offices. The firm provides integrated financial planning services including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management. Backed by Lightyear Capital and the Ontario Teachers’ Pension Plan Board, Allworth has completed 45 acquisitions since 2018 and has been recognized as a top 20 RIA by Barron’s.
