Best in Class Advisors
Top 100 RIA Firm
30 Years in Business
4th Fastest Growing RIA
Assets Under Management4
9th in AUM Growth
Best Places to Work
About Our Addison Location
The team in the Dallas/Addison office has been loyally serving our neighbors in the greater Dallas area since 1991. We take great pride in providing refreshingly clear financial advice that helps you retire better.
Are you interested in learning more about Allworth Financial, winner of 2019’s NBRI Circle of Excellence award for client satisfaction? You can find out more when you listen to Money Matters, our weekly, call-in radio program, available via podcast at iTunes or Google Play. One of the country’s longest-running financial topic radio shows, Money Matters answers questions from callers about investing, retirement, taxes and more.
Conveniently located off the Dallas North Tollway, the team in our Addison office offers you:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Meet Our Financial Advisory Team
Self-employed? Here are 3 ways to save
If you’re self-employed, it’s all too easy to think, “My business is my retirement plan.” But Allworth Co-CEO Pat McClain wants you to recognize that your business should be just one part of the puzzle. He outlines three ways to save for the future while being your own boss.
Our thoughts on the debt ceiling
Allworth Chief Investment Officer Andy Stout outlines the latest on the debt ceiling negotiations, and explains how we're protecting your money.
May 2023 Market Update
When it comes to investing and saving for the future, risk and volatility come with the territory. But bank failures can feel different – which is why Allworth Chief Investment Officer Andy Stout decided to address them in this month’s market update. He breaks down what’s triggered the recent regional crisis, and the fallout that could still lie ahead.