Houlihan Lokey Advises Sachetta

Houlihan Lokey is pleased to announce that Sachetta, a Lynnfield, Massachusetts-based wealth management and tax advisory firm with more than $1.1 billion in AUM, has been acquired by Allworth Financial (Allworth). Allworth is an award-winning, full-service national RIA with approximately $39 billion in AUM. The transaction closed on July 31, 2026.

Sachetta is known for its fully integrated wealth and tax advisory model, where tax planning serves as a core component of every client relationship. The acquisition adds 21 professionals, including 13 wealth and tax advisors, and approximately 630 client households to Allworth.

“What stood out about Sachetta is that their entire firm is built around the idea that tax planning and wealth management can’t be separated,” said John Bunch, Chief Executive Officer of Allworth. “That approach is a natural extension of what we’ve built at Allworth, and bringing our teams together strengthens both firms’ ability to deliver truly integrated wealth and tax advice.”

This transaction strengthens Allworth’s integrated wealth and tax platform and expands its presence in the Greater Boston market. Sachetta brings a next-generation leadership team anchored by four partners. Clients of Sachetta will gain access to Allworth’s broader platform, including expanded investment capabilities and advanced estate planning resources, while continuing to work with their trusted advisors.

Houlihan Lokey acted as financial advisor to Sachetta.

RELATED: Asset and Wealth Management, Mergers and Acquisitions