Skip to content

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

27,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$26 Billion AUM4

Best in Class Ethics

NBRI9

Get to Know Us

blue line

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.

About AWF image1
About AWF image2

Why People Work With Us

Fiduciary
Fee Based
Secure
Comprehensive
Personalized
Focused
eclps
workbanr
Honest, straightforward financial guidance with a commitment to put your best interest first.
Transparent fee-based pricing with no product selling and no quotas. 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.
Full-time wealth advisors backed by a team of financial experts —fully dedicated and focused on you.

New Webinar

blue line

 

Top Investment Moves for High-Net-Worth Planning

Join our financial planning expert, Allison Scoggin, for our latest webinar, where she covers many of the advanced planning tactics we use with high-net-worth couples like you to reduce market risks, generate and replace retirement income, and introduce money saving tax efficiencies. These tactics have helped countless others find financial security in retirement. What can they do for you?

It’s a high-net-worth client case study worth watching. Secure your spot today!

{button_link={url={type=CONTENT, content_id=110417216079, href=https://allworthfinancial.com/workshops, href_with_scheme=null}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=Register Today, select_button_theme=hs-button, select_button_type=std}
Innovative Wealth LP_

How Can We Help You?

blue line

Latest Podcast

blue line
01/17/2025

January 18, 2025 - Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, and the risks of investing too heavily in volatile assets like Bitcoin.

Join the Money Matters Podcast

White line

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

Latest Insights

blue line

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.

{button_link={url={type=BLOG, content_id=109147514443, href=https://allworthfinancial.com/articles, href_with_scheme=null}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
btnId =
See More
01/16/2025

Saving to Thriving: Finding Purpose in Retirement

Allworth financial advisor Lynda Tu explores how retirees can shift from saving to thriving by embracing purpose, intentional spending, connection, and preparation in their next chapter.

01/16/2025

Must-Have Estate Planning Documents to Secure Your Future

Allworth financial advisor Allison Scoggin, CFP®, explains the essential estate planning documents you need to protect yourself and your loved ones, making the process approachable and actionable.

01/16/2025

Maximizing Multi-Locational Living Benefits

Allworth financial advisor Dan Rausch, CFP®, explores strategies for maximizing the financial and lifestyle benefits of owning and living in multiple homes, including tax optimization, property management, and estate planning tips.

{button_link={url={type=BLOG, content_id=109147514443, href=https://allworthfinancial.com/articles, href_with_scheme=null}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
btnId =
See More

Our Newsletter

blue line

Get timely insights about financial planning, market updates, and investment management delivered right to your inbox?

You'll also receive our retirement planning checklist for free.