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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.

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.

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

Meet Your Sacramento Financial Advisory Team

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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.

Gary Grewal
Financial Advisor
Ted Smalling
Financial Advisor
Steve Burnett
Financial Advisor
Sean Murray
Financial Advisor
Pat Henry
Financial Advisor
Kevin Duffy
Financial Advisor
Eric Henry
Financial Advisor
David Schauer
Financial Advisor

Location and Contact Details

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Address

601 University Ave
Suite 250
Sacramento, CA
Hours: 8am - 5pm, M-F

Services

Our Sacramento Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/26/2024

5 Common Retirement Plan Errors and Tips to Fix

Mistakes happen–Here’s how to correct common 401(k) plan errors. Navigating the intricate rules

11/22/2024

Estate Planning Strategies to Protect Your Family’s Future

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

11/22/2024

How to Achieve a Fulfilling Retirement

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

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