PHILADELPHIA, PA — RISR has entered into a strategic partnership with Allworth Financial, a national registered investment advisory firm overseeing approximately $34 billion in assets under management, in a move aimed at expanding sophisticated planning services for business owners across the country.
Under the agreement, Allworth advisors will integrate RISR’s business owner planning technology into a unified dashboard, enabling them to guide entrepreneurs through critical stages of the business lifecycle, including growth, valuation, succession and exit planning.
Allworth said the collaboration enhances its ability to deliver coordinated financial, tax and business planning, reinforcing a model that blends institutional-level expertise with localized advisory relationships.
“Allworth remains committed to the idea that quality financial guidance is both comprehensive and personalized, with our success tied to our clients’ success,” said John Bunch, chief executive officer of Allworth Financial. “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 partnership comes amid a national wave of business transitions as aging owners approach retirement, intensifying demand for valuation services and tax-aware succession strategies. By embedding RISR’s technology into its advisory platform, Allworth advisors will be able to integrate business data directly into broader financial plans, aligning personal wealth management, enterprise value and tax considerations.
“Business owners don’t experience their finances in silos, and neither should their advisors,” said Jason Early, founder and chief executive officer of RISR. “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 is designed to streamline workflows associated with business planning, including modeling succession scenarios and evaluating company value within the context of a client’s overall financial strategy.
Company officials said select Allworth advisors will provide clients direct access to RISR-generated insights as part of the firm’s integrated planning services, reflecting a broader industry push to scale specialized advisory capabilities without sacrificing personalization.
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