Skip to content

    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

    601 University Ave
    Suite 250
    Sacramento, CA 95825
    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

    14th Ranked RIA

    Barron's1

    30 Years in Business

    $22.5 billion AUM4

    Best in Class Ethics

    NBRI9

    About Our Sacramento Location

    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 Highway 50 and Watt Avenue, we invite you to visit our office to experience the Allworth difference with our team of Sacramento financial planners.

    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

    blue line
    09/30/2024

    SECURE 2.0 Update: Looking Ahead

    Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

    Read More
    09/24/2024

    Alternative Investments: The Need-to-Knows

    Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

    Read More
    08/30/2024

    What's Going On in Washington?

    Exploring current ERISA and DOL areas of interest In a significant move by the Department of

    Read More
    {button_link={url={type=EXTERNAL, content_id=null, href=/articles, href_with_scheme=/articles}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
    btnId =
    See More
    © 1993-2024, 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

      1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

       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.