Celebrating a Milestone: Allworth Financial Earns Spot #14 on Barron’s 2024 Top 100 RIA Firms

Barron’s annual list of the top RIA (Registered Investment Advisor) firms is an important industry benchmark. Earning a spot on this list is no small feat—it requires a deep commitment to excellence across multiple dimensions, from the quality of our advisory services to our robust growth in assets, the range of services we provide, and our dedication to transparency and fiduciary responsibility.

Ranking 14th out of hundreds of competing firms means more than simply a number. It represents a validation of our commitment to putting our clients first in everything we do. With nearly 30 years of experience in the financial planning industry, this recognition confirms that we are leading the way in providing holistic, client-centered financial advice to help individuals and families build and protect their wealth.

You may wonder, "What does this mean for me as a client?" After all, awards and rankings are nice, but how does this achievement impact your day-to-day financial planning and overall financial health?

Here’s why this milestone is significant for you:

1. Proven Trust and Experience: This ranking signifies that we are among the most trusted and respected firms in the country. Barron’s rigorous evaluation process takes into account client retention, asset growth, and overall client satisfaction. Our ranking shows that clients stay with us because we consistently deliver on our promises, no matter what life throws their way. Our ability to manage market volatility, adjust to changing tax laws, and grow wealth over the long term means that when you partner with us, you’re choosing a firm with a track record of delivering for its clients.
2. Continued Innovation: Barron’s rankings aren’t just about numbers; they reflect our firm’s ability to innovate and stay at the cutting edge of financial advisory services. At Allworth, we’re always adapting our approach to match the evolving needs of our clients. Whether it’s introducing new wealth management tools, enhancing digital services, or offering fresh insights into tax-efficient investing, you can count on us to continuously innovate to serve your best interests.
3. Our Client-First Philosophy: Our #14 ranking is rooted in our commitment to the fiduciary standard, which means we always act in your best interests. This approach to client service is the cornerstone of what we do—whether it’s building a personalized retirement plan, helping you manage your investments, or providing guidance on estate planning. Being named among the top RIA firms shows that we’re recognized for prioritizing your financial well-being at every turn.
4. Access to Expertise: A key reason for our success is the wealth of knowledge and expertise that our advisors bring to the table. When you partner with us, you benefit from a highly credentialed team of advisors who are not only experts in finance but also take the time to understand your personal and financial goals. From advanced investment strategies to specialized knowledge in tax planning and estate planning, we offer a depth of expertise to address the full range of your financial needs.
5. Long-Term Commitment: A high ranking like this reflects both our history of success and our long-term vision. We’ve been helping clients achieve their financial goals for decades, and we plan to continue doing so for decades to come. When you trust us with your financial future, you’re partnering with a firm that is in it for the long haul—dedicated to delivering reliable, consistent, and thoughtful financial advice through every stage of your life.

Achieving this ranking didn’t happen overnight—it’s the result of nearly three decades of commitment to our clients. From the start, Allworth Financial was built on the belief that everyone deserves access to high-quality financial advice, and we’ve made it our mission to provide that advice in a way that is clear, accessible, and actionable.

We’ve grown from a small, regional firm to one that serves clients across the country. Along the way, we’ve stayed true to our founding principles: putting clients first, maintaining transparency in all our dealings, and offering advice that is always in your best interest.

In recent years, we’ve made strategic moves to expand our services, broaden our reach, and enhance the value we offer to our clients. This includes building partnerships with other advisory firms, developing cutting-edge financial planning tools, and investing in the ongoing education and development of our advisory team.

While this recognition is a major milestone, we see it as a stepping stone toward even greater accomplishments. Our goal has always been to deliver the highest level of service and to be your trusted partner through every stage of your financial journey. We’ll continue to lead with innovation, offer transparent and reliable financial advice, and strive to improve the ways in which we serve you. Our focus remains on helping you navigate the complex financial landscape so you can achieve your long-term goals.

Ultimately, our spot on Barron’s 2024 Top 100 RIA Firms list is a reflection of the trust and loyalty that you, our clients, have placed in us. We wouldn’t be where we are today without you, and for that, we’re deeply grateful. It’s your goals, dreams, and financial successes that inspire us to keep pushing forward, always striving to do better, and to provide the best financial planning and wealth management services possible.

So, while we celebrate this achievement, we also want to thank you for making it possible. Together, we’re building a brighter financial future, and we look forward to continuing to help you achieve your financial goals.