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Roseville, CA

3017 Douglas Blvd
Suite 140
Roseville, CA
Hours: 8am - 5pm, M-F

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

About Our Roseville Location

Who’s our priority? You.

This means providing you with convenient choices for where you’d like to meet.

Our Roseville office is a great alternative to our more centralized Sacramento location, and is staffed with team members who are dedicated to serving your retirement needs.

Want to hear more? Tune in every weekend to NewsRadio KFBK for Money Matters, our weekly call-in radio show, hosted by Allworth founders Scott Hanson and Pat McClain. You’ll hear Scott and Pat answer a wide range of financial and retirement questions, asked by people just like you.

Located off I-80, our committed Roseville team works with you to offer guidance on:

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

Meet Our Financial Advisory Team

Kevin Duffy of Allworth Financial
Kevin Duffy
CFP®, MSF®
Lauren Williams of Allworth Financial
Lauren Williams
CFP®, CRPC®, MBA®
Laurie Kyro of Allworth Financial
Laurie Kyro
CFP®, CFS®
Tad Doughty of Allworth Financial
Tad Doughty
ChFC®, CFS®

Other Nearby Office Locations

340 Palladio Parkway
Suite 501
Folsom, CA 95630
916-357-5287
985 Sun City Lane
Suite 106
Lincoln, CA 95648
(916) 797-1888
8775 Folsom Blvd
Suite 100
Sacramento, CA 95826
916-482-2196

Latest Insights

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.

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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.

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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.

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