Find a Financial Advisor in Sacramento, CA


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Lifestyle1
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Sacramento Financial Advisory Team


 

This is where it all began in 1993. Founded by Scott Hanson and Pat McClain, Allworth Financial’s legacy now spans more than three decades. And we’re proud of the reputation this team of Sacramento fiduciary financial advisors has built throughout the years: An unwavering dedication to delivering customized and comprehensive wealth management guidance for individuals and families throughout Northern California.

We’re also the home of Money Matters, one of the longest-running financial radio shows in the country! Hosted by Scott Hanson and Pat McClain, they channel 60+ years of combined industry experience to answer caller questions with expertise, wit, and humor.

Located just off the J Street Bridge, we invite you to visit our office to experience the Allworth difference with our team of Sacramento financial planners.

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

 

601 University Ave
Suite 250
Sacramento, CA 95825

Hours:
8am - 5pm, M-F

(916) 482-2196

 

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