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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

      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

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      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.

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      Why People Work With Us

      Fiduciary
      Fee Based
      Secure
      Comprehensive
      Personalized
      Focused
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      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

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      Heading into 2025 with questions about preserving and protecting your wealth? For high-net-worth investors, big changes are coming — and our financial experts deliver strategies that help you keep more of what’s yours. From bond laddering to Roth conversions, our essential new webinar, High-Net-Worth Wealth Strategies for 2025, offers insights you can’t afford to miss.

      Secure your spot for this limited webinar today!

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      How Can We Help You?

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      Retirement Planning

      Retirement Planning

      We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.

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      Social Security

      Social Security

      Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.

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      Income Planning

      Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.

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      Tax Optimization

      Tax Optimization

      Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.

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      Latest Podcast

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      12/20/2024

      December 21, 2024 - Roth conversions, tariff talk, portfolio diversification strategies, and Scott and Pat’s favorite call of the year.

      On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years.

      Listen Now

      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.

      Submit a Question

      Latest Insights

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      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.

      Read More

      Alternative Investments: The Need-to-Knows

      Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

      Read More

      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.

      Read More
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      12/06/2024

      Roth Conversions: A Smart Strategy for Future Tax-Free Income

      Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

      Read More
      12/06/2024

      Forced to Retire Early? 3 Ways to Transition with Confidence

      Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

      Read More
      12/06/2024

      Should You Consider a Roth Conversion?

      Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

      Read More
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      Our Newsletter

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      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.
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        Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

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        1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

         2 Retention Rate Source: Allworth Internal Data, FY 2022

        3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

        4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

        5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

        6  2021 Value of an Advisor Study / Russel Investments

        7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

        8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

        9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

        ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

        ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

        †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

        Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

        Important Information

        The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

        Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

        The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.