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    Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

    Sacramento, CA

    8775 Folsom Blvd
    Suite 100
    Sacramento, CA 95826
    Hours: 8am - 5pm, M-F
    TALK WITH AN ADVISOR
    GET DIRECTIONS

    97% of Clients Stay With Us2

    25,000+ Clients

    Best Financial Advisory Firms

    USA Today8

    Best in Class Ethics

    NBRI9

    30 Years in Business

    $22.5 billion AUM4

    Top 100 RIA Firm

    Barron's1

    About Our Sacramento Location

    Allworth Financial was born and raised in Sacramento. Founded in 1993 by Scott Hanson and Pat McClain, we provide you with honest, straightforward advice with the objective of helping you reach your financial, investment and retirement goals.

    Want to learn more about us? For more than 20 years, Scott and Pat have hosted Money Matters, a weekly, call-in, financial topic radio show that airs every weekend on NewsRadio KFBK. Over the years they’ve answered thousands of financial questions on topics ranging from investing to pensions to estate planning to taxes and more. Money Matters is one of the longest-running financial shows in the country.

    Conveniently located just off Highway 50 and Watt Avenue, the Sacramento office works with you to provide guidance on:

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

    Meet Our Financial Advisory Team

    Gary Grewal
    Gary Grewal
    CFP®, MSFP
    Ted Smalling
    Ted Smalling
    CFP®, MBA
    Steve Burnett
    Steve Burnett
    CFP®
    Sean Murray
    Sean Murray
    CFP®, CFS®
    Pat Henry
    Pat Henry
    CFP®
    Kevin Duffy
    Kevin Duffy
    CFP®, MSF
    Eric Henry
    Eric Henry
    CFP®
    David Schauer
    David Schauer
    CFP®, CFA, MSFA

    Latest Insights

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      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.

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      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 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 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.

      8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

      9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

      ✢ 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.