For almost 30 years, Allworth Financial has been working with people to help them achieve their financial goals so they can enjoy great retirements. But it’s not only about business. Since its inception, Allworth has taken community involvement seriously, donating time, energy and resources in support of worthwhile non-profits from coast-to-coast. As an outgrowth of that tradition, in December 2020, in tandem with the Ticket to Dream Foundation, and with an initial contribution of $1 million, Allworth Financial announced the creation of Allworth Kids, an ongoing, national, philanthropic endeavor that will work to provide fundraising and volunteer opportunities in support of foster children.
As part of its new initiative, Allworth Kids will support the Ticket to Dream Foundation’s goal of positively impacting the lives of foster children from the moment they enter care all the way until they transition to adulthood. Led by Allworth Co-CEO and Co-founder Scott Hanson, and his wife, Valerie Hanson - who are themselves foster parents, and who recently adopted two sisters - the $1 million initial contribution has been derived from a combination of fundraising, donations by Allworth employees and executive leadership team members, and the generosity of Scott and Valerie Hanson.
- Scott Hanson, co-founder and co-CEO of Allworth Financial
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1The 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.
2Scott 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.
3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. 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.
✢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.
