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Please note that our offices will be closed on Monday, February 19th in observance of Presidents' Day. Normal business hours will resume on Tuesday, February 20th.

Addison, TX

15725 Dallas Parkway
Suite 220
Addison, TX 75001
Hours: 8:30am - 5pm, M-F

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

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

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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