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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

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

Get to Know Us

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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.

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Why People Work With Us

Fiduciary
Fee Based
Secure
Comprehensive
Personalized
Focused
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Honest, straightforward financial guidance that’s always in your best interest, 100% of the time.
Transparent fee-based pricing with no product selling…no quotas…no conflicts. When you succeed, we succeed.
Focused on maximizing investment upside while mitigating risk.
On-staff investment, tax, insurance, and estate planning experts working to connect all the dots of your financial life.
Intelligent financial and investment guidance that’s uniquely customized to you and your individual goals.
Dedicated, full-time advisors delivering the best of their time, energy, and focus — without limitations or distractions.

The Complete Social Security Planning Webinar

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Simplify the facts. Maximize your benefits.

Get Social Security ready! Watch our most popular webinar for free from the comfort of your own home as our experts teach you everything you need to know about when to apply, maximizing your benefits, program taxation, and more!

Just three dates to choose from — April 24th, 25th, or the 27th — so register for free today.

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Social security planning webinar

How Can We Help You?

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Latest Podcast

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05/24/2024

May 25, 2024 - The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money.

Join the Money Matters Podcast

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Participate in the show! Ask Allworth CEOs Scott Hanson and Pat McClain your financial questions live on-air.

Latest Insights

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05/23/2024

3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings

Innovative and creative approaches to help your company stand out while improving workers’ financial well-being How can your company stand out from the competition so you can recruit and retain quality talent? At the same time, how do you...

05/23/2024

How underspending (yes, underspending) can ruin retirement

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

05/09/2024

3 common retirement planning mistakes

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

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