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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.

Financial Planning On-Demand Webinar

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Your 2024 needs a plan!

You can live well today – and plan for tomorrow. Our free webinar delivers the 5 must-know strategies for building a confident financial plan so you can secure a future that will be on your terms.

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your complete Financial Planning Webinar

How Can We Help You?

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Latest Podcast

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03/01/2024

March 2, 2024 - The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble.

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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02/29/2024

Working while claiming Social Security? Don’t get caught off guard

You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.

02/27/2024

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.

02/22/2024

The pros and cons of 403(b)s

While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.

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