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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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High Falls Advisors

ROCHESTER, NY
CRD: 108678
In network coverage since September 1, 2026 · 2 stories
$695MRegulatory AUMSEC Form ADV · Sep 26
17EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 5 – Sep 26
Deal recordFull tracker →
Aug 31, 26Deal closedHolistic Financial Partners · Allworth Financial · $947M — coverage
Network coverage
Succession & selling a firm

September RIA deals: median acquired firm held $489.5M in assets

Two transactions accounted for 68.3% of the month's $38.16 billion in acquired-firm AUM, per Wealth Solutions Report.
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