Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
9th in AUM Growth
RIA Channel7
Best Places to Work
InvestmentNews5
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
Get to Know Us
Allworth was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
We believe you and your money deserve better.
Today, with unparalleled access to financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning, investment, tax, estate, insurance, and more —all under one roof, and directed by your personal advisor.
Because when financial guidance comes with a commitment to put your needs first— and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
Why People Work With Us
New Webinar
Heading into 2025 with questions about preserving and protecting your wealth? For high-net-worth investors, big changes are coming — and our financial experts deliver strategies that help you keep more of what’s yours. From bond laddering to Roth conversions, our essential new webinar, High-Net-Worth Wealth Strategies for 2025, offers insights you can’t afford to miss.
Secure your spot for this limited webinar today!
How Can We Help You?
Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Latest Podcast
November 30, 2024 - The risk of overlooking beneficiaries, a question about a Roth conversion, and a tax strategy that many workers aren’t aware of.
On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. Plus, they help callers navigate taxes.
Join the Money Matters Podcast
Participate in the show! Ask Allworth CEOs Scott Hanson and Pat McClain your financial questions live on-air.
Latest Insights
Should you be using a Donor-Advised Fund for charitable giving?
A charitable giving strategy worth exploring for high-net-worth individuals? The donor-advised fund (DAF), a philanthropic tool that offers flexibility and significant tax benefits.
Alternative Investments: The Need-to-Knows
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.
How underspending (yes, underspending) can ruin retirement
Allworth co-founder Scott Hanson tackles a problem that you wouldn’t think would be an issue: Not spending enough money in retirement.
5 Common Retirement Plan Errors and Tips to Fix
Mistakes happen–Here’s how to correct common 401(k) plan errors. Navigating the intricate rules and regulations that govern employer-sponsored retirement plans may seem overwhelming at times. Even the most diligent plan sponsors encounter...
Estate Planning Strategies to Protect Your Family’s Future
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.
How to Achieve a Fulfilling Retirement
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.