9th in AUM Growth
Top 100 RIA Firm
4th Fastest Growing RIA
Best in Class Advisors
Assets Under Management4
29 Years in Business
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
May 2022 Market Update
So far this year there’s been nowhere to hide on Wall Street. But why? Allworth’s Chief Investment Officer takes a deeper look at what’s causing the sell-off in both the stock and bond markets (and also shares why there’s reason to be optimistic).
Thinking of relocating in retirement? 4 things to consider
Ready for a change of scenery in retirement? Before you pack your bags and make a permanent move, Allworth Co-CEO Scott Hanson shares a few reminders about some of the challenges that can come with living in a new city or country.