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 believed 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
What are the key strategies to unlocking financial freedom?
Join us for a free webinar where we’ll cover the essential planning
process we use to help thousands of clients plan for and retire better.
Secure your space by registering 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
October 5, 2024 - Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
On this week’s Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredictable nature of short-term market movements and the importance of staying focused on long-term financial goals.
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
SECURE 2.0 Update: Looking Ahead
Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key. Starting early allows for a thorough consideration of how SECURE 2.0 provisions may impact enrollment,...
Alternative Investments: The Need-to-Knows
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.
What's Going On in Washington?
Exploring current ERISA and DOL areas of interest In a significant move by the Department of Labor (DOL), new regulations are being rolled out that may impact your ERISA compliance and retirement plan administration. Learn how these changes...