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
From advanced savings and investment strategies to proactive tax liability mitigation, discover tactics high-net-worth investors use to grow, preserve, and protect their hard-earned wealth.
Learn more about this can’t-miss webinar.
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 2, 2024 - Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility.
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?
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.
Retirement Plan Review: From Participation Rates to SECURE 2.0
Gain actionable insights for optimizing efficiency and compliance through strategic plan analysis. It’s no secret that when you conduct a retirement plan review, you have a chance to understand the data and trends, which can help your plan be...
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,...