Nearby Meeting Locations: While our office is located in Larkspur, we also have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Newark, Redwood City, San Jose, San Mateo, Santa Rosa, and Walnut Creek.
Best in Class Advisors
Top 100 RIA Firm
9th in AUM Growth
4th Fastest Growing RIA
Assets Under Management4
29 Years in Business
Best Places to Work
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
Other Nearby Office Locations
6 must-know basics about HSAs
It’s one of the most underutilized – and misunderstood – investment vehicles available to savers today: The Health Savings Account. Allworth Co-CEO Scott Hanson outlines why you might want to consider adding one to your retirement planning toolbox.
3 keys to retirement reinvention
Often times, pre-retirees think of retirement as a ‘final destination.’ If that’s your frame of mind, read why Allworth Co-CEO Scott Hanson suggests shifting your thinking to embrace a more purpose-driven perspective.