Del Monte Group
Del Monte Group is a four-advisor financial advisory practice offering personalized financial planning, investment management, retirement, and estate planning to individual and family clients, now operating under Allworth Financial's RIA platform following a 2025 partnership.
- Company typePrivate
- Founded1992
- HeadquartersAlamo, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Del Monte Group does
Del Monte Group is a small financial advisory practice founded in 1992, based in Alamo, California, and recently relocated to Walnut Creek following a partnership with Allworth Financial. The firm offers personalized financial planning, investment advisory, retirement income strategies, estate planning, and wealth management services to individual and family clients, including a noted sub-segment of airline employees. The team consists of four advisors — Richard Del Monte, Leonardo Bojorquez, Joyce Cheng, and Jordan Tyler — who now operate under Allworth Financial's SEC-registered investment adviser platform, with advisory services offered through Allworth Financial and securities services offered through AW Securities (member FINRA/SIPC).
The firm operates on a fee-based advisory model typical of registered investment advisers, generating revenue from recurring advisory fees on managed client assets. Client service is delivered through direct advisor relationships, supported by Allworth's client portal (My WealthView Navigator) and digital content infrastructure including podcasts, webinars, articles, and social media channels. The firm does not disclose pricing, headcount, or proprietary technology, and no patents, certifications, or AI/ML capabilities are referenced in available data.
The most material strategic event is the 2024-2025 partnership with Allworth Financial, a Sacramento-based RIA managing approximately $26 billion in assets under management and administration as of January 1, 2025. Through this partnership, Del Monte Group has been absorbed into Allworth's advisory network, gaining access to expanded resources, technologies, and the parent firm's industry recognition (including Barron's Top 100 RIA Firms 2024 and USA Today Best Financial Advisory Firms 2024). Del Monte Group's independent brand identity is now subsumed under Allworth, effectively converting what had been an independent practice into a branch within a larger platform.
Del Monte Group firmographics
Firmographics- Name
- Del Monte Group
- Legal name
- Del Monte Group
- Website
- https://aplaceofpossibility.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Del Monte Group is a four-advisor financial advisory practice offering personalized financial planning, investment management, retirement, and estate planning to individual and family clients, now operating under Allworth Financial's RIA platform following a 2025 partnership.
- Ownership category
- akta.pro rank
Del Monte Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
- akta.pro secondary industry
- Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)
Keywords
Where Del Monte Group is headquartered
LocationHeadquarters
- HQ city
- Alamo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Del Monte Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The Del Monte Group operates as a financial advisory firm providing investment advice and financial planning services. Advisory services are offered through Allworth Financial, a Registered Investment Advisor. Securities services are offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Del Monte Group product offering
Product offeringCore offering
Del Monte Group is a financial advisory practice offering personalized financial planning, investment advisory, retirement income strategies, estate planning, and wealth management services to individual clients and families. The firm also maintains a specialty practice serving airline employees. Following a partnership with Allworth Financial, services are delivered through Allworth Financial's registered investment advisor platform.
Product overview
Del Monte Group is a financial advisory team that offers personalized financial planning and investment advisory services. The practice operates as part of Allworth Financial following a recent partnership, providing wealth management, investment guidance, and assistance with life transitions to its client base.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Quantifiable outcome
- $26 billion in total assets under management and administration (combined entity)
Companies that use Del Monte Group
Customer profileSegments1 record
Ideal customer profiles2 records
Del Monte Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Del Monte Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Allworth FinancialcoreThe Del Monte Group has formed a partnership with award-winning, Sacramento-based Allworth Financial. The team from Del Monte Group has relocated to Allworth's new office in Walnut Creek, California. The partnership provides Del Monte Group clients with expanded resources and technologies, while Del Monte Group advisors now operate under Allworth Financial's registered investment advisor platform. Allworth Financial manages approximately $26 billion in total assets under management and administration.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Del Monte Group competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Edelman Financial Engines combines personal advisor relationships with digital planning tools to serve retail and mass-affluent clients, including a dedicated workplace/employee benefits practice. The hybrid advice-plus-digital delivery model closely mirrors how Del Monte operates under Allworth's My WealthView Navigator platform.
- Charles Schwab Wealth Advisory: Charles Schwab's wealth advisory offering serves retail and mass-affluent clients with a combination of dedicated advisors and digital planning tools. It competes for the same end-client demographic as Del Monte Group, particularly clients transitioning from corporate retirement plans.
- Fisher Investments: Fisher Investments is a large independent RIA serving retail and mass-affluent clients with a personalized advisor-led model. It provides a comparable scaled-RIA benchmark for the type of wealth management practice Del Monte is positioned within through Allworth.
- Allworth Financial: Allworth Financial is the parent/strategic partner that Del Monte Group has joined. It is an SEC-registered RIA managing ~$26B AUM with a partnership model that onboards independent advisory teams—directly comparable as the firm has been absorbed into Allworth's platform and now operates under its brand.
Others
- Cetera Financial Group: Cetera is a network of independent broker-dealer and RIA firms that host advisor teams and small practices. As a hosting platform for small wealth management practices serving retail clients, it is structurally analogous to the role Allworth plays for Del Monte Group.
- Cambridge Investment Research: Cambridge is an independent broker-dealer/RIA platform hosting advisor teams nationwide. Comparable to LPL as an infrastructure provider for small advisory practices similar in scale and client profile to Del Monte Group.
- LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., supporting thousands of small RIA and financial advisory practices. Many of its affiliated practices are similarly sized to Del Monte Group and serve retail/mass-affluent clients via a hybrid of personal advice and platform technology.
- Focus Financial Partners: Focus Financial (now part of CION/Cercano) is a partnership-focused platform that aggregates independent wealth management firms. As an aggregator of small RIA practices, it operates a comparable 'host platform' model to Allworth's partnership with Del Monte Group.
Emerging players
- Hightower Advisors: Hightower is a national RIA that grows through partnerships with high-performing advisor teams and boutique firms, similar to how Del Monte has joined Allworth. Its partnership-led growth model and focus on mass-affluent and emerging-high-net-worth clients make it a strong comparable.
- Mariner Wealth Advisors: Mariner is a national RIA firm built largely through advisor team acquisitions and partnerships, serving mass-affluent and high-net-worth individuals. Its acquisition/partnership-led growth trajectory is structurally analogous to Allworth's strategy with Del Monte.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Del Monte Group social profiles
Digital presenceDel Monte Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Del Monte Group leadership team
Management profileNumber of profiles
Profiles4 records
Del Monte Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Del Monte Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Del Monte Group
What does Del Monte Group do?
Del Monte Group is a financial advisory practice offering personalized financial planning, investment advisory, retirement income strategies, estate planning, and wealth management services to individual clients and families. The firm also maintains a specialty practice serving airline employees. Following a partnership with Allworth Financial, services are delivered through Allworth Financial's registered investment advisor platform.
Is Del Monte Group a public or private company?
Del Monte Group is a private company. It is classified as corporate owned and is currently operating.
When was Del Monte Group founded?
Del Monte Group was founded in 1992. It employs 1 to 10 people.
Where is Del Monte Group based?
Del Monte Group is headquartered in Alamo, United States, in the North America region.
How does Del Monte Group make money?
One revenue line is on record: financial Advisory Services.
Who are Del Monte Group's main competitors?
Broad incumbents on record are Edelman Financial Engines, Charles Schwab Wealth Advisory, Fisher Investments and Allworth Financial. Others are Cetera Financial Group, Cambridge Investment Research, LPL Financial and Focus Financial Partners. Emerging players are Hightower Advisors and Mariner Wealth Advisors.
Does Del Monte Group have an API?
No public API is recorded for Del Monte Group.
What industry is Del Monte Group in?
Del Monte Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms, with a secondary code of FSAEABAG, Rollover & Distribution Advisory (IRA/401(k) Rollovers). Its NAICS code is 523940 and its SIC code is 6282.