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
22,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$17 billion AUM4
Top 100 RIA Firm
Barron's1
Get to Know Us

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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








Planning with Perspective Webinar

What we've learned and why it matters for your money.
A Free, Year-End Wrap-Up Webinar
Join Barron’s Top 100 Allworth Co-Founder Scott Hanson and Chief Investment Officer Andy Stout as they break down this year’s market highs and lows to reveal what we have learned, why it matters for you and your money, and how the power of perspective can help you set your financial planning up for success in 2024.
Secure your spot at one of our three available sessions, 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

December 2, 2023 - The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
On this week’s Money Matters, Scott and Pat discuss why markets are on fire right now, plus they answer retirement planning questions from all over the country.
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

3 financial goals that should be on everyone's list for 2024
Have you thought about your New Year’s financial goals yet? As 2023 begins to wind down, Allworth co-founder Scott Hanson helps kick things off by sharing three of his biggest suggestions to serve as your starting point.
November 2023 Market Update
Right now, the U.S. dollar is the world’s reserve currency. But could that status be in jeopardy? Or are recent concerns overblown? Chief Investment Officer Andy Stout answers five big questions that help shed light on whether the dollar is bound for a demotion.
Boosting Profits and Savings: 5 Tax Strategies for Business Owners
For business owners, striking a balance between operating costs and profit is the cornerstone of success.