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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.

The Complete Social Security Planning Webinar

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Simplify the facts. Maximize your benefits.

Get Social Security ready! Watch our most popular webinar for free from the comfort of your own home as our experts teach you everything you need to know about when to apply, maximizing your benefits, program taxation, and more!

Just three dates to choose from — April 24th, 25th, or the 27th — so register for free today.

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Social security planning webinar

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

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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04/12/2024

April 13, 2024 - Why some investors should ignore economic data, and a warning about advisors who act as fiduciaries only some of the time.

On this week’s Money Matters, Scott and Pat discuss the current state of the economy with Allworth Chief Investment Officer Andy Stout. Plus, they tackle a $700,000 inheritance question.

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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04/11/2024

What to do when a spouse passes away

There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

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03/26/2024

Is It Time to Benchmark Your Company's Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.

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03/22/2024

Why are stocks in your portfolio?

You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.

Read More
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As Seen In

The New York Times
Wall Street Journal
Forbes
CNBC

Our Mission

At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

© 1993-2024, Allworth Financial. All rights reserved.

Privacy Policy | Disclosures  | Cookie Preferences
Do Not Sell or Share My Personal Information

Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

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

HMRN Insurance Agency, LLC license #0D34087

1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

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 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 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.

✢ 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.