Skip to content.

Please note that our offices will be closed on Thursday, November 23rd in observance of Thanksgiving. Normal business hours will resume on Monday, November 27th.

Larkspur, CA

700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939
Hours: 8am - 5pm, M-F
TALK WITH AN ADVISOR
GET DIRECTIONS

97% of Clients Stay With Us2

22,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$17 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Larkspur Location

The Allworth team at the Larkspur office has loyally served families in the northern Bay Area since 2003. We pride ourselves on our extensive experience delivering straightforward, refreshingly clear financial advice to help you retire better.   

Interested in learning more about the Allworth way? Listen to Money Matters, our weekly, call-in radio program via podcast at iTunes or Google Play. One of the country’s longest-running financial shows, Money Matters answers questions from people just like you about investing, retirement, taxes, and more.

Conveniently Located off 101, the team at our Larkspur office offers:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Stephanie Motzkus
Stephanie Motzkus
CFP®, AAMS®

Other Nearby Office Locations

Latest Insights

blue line
11/30/2023

3 financial goals that should be on everyone's list for 2024

Have you thought about your New Year’s financial goals yet? As 2023 begins to wind down, Allworth co-founder Scott Hanson helps kick things off by sharing three of his biggest suggestions to serve as your starting point.

Read More
11/17/2023

November 2023 Market Update

Right now, the U.S. dollar is the world’s reserve currency. But could that status be in jeopardy? Or are recent concerns overblown? Chief Investment Officer Andy Stout answers five big questions that help shed light on whether the dollar is bound for a demotion.

Read More
11/15/2023

Boosting Profits and Savings: 5 Tax Strategies for Business Owners

For business owners, striking a balance between operating costs and profit is the cornerstone of success.

Read More
See More
footer_swoop

As Seen In

The New York Times
Wall Street Journal
Forbes
CNBC

Our Mission

At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

© 1993-2023, Allworth Financial. All rights reserved.

Privacy Policy | Disclosures  | Cookie Preferences
Do Not Sell or Share My Personal Information

Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

HMRN Insurance Agency, LLC license #0D34087

1 Barron’s 2020 Top 100 RIA Firms. Scott 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. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The 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. 

4 As of 7/23, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $17 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ 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.