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Please note that our offices will be closed on Friday, March 29th in observance of Good Friday. Normal business hours will resume on Monday, April 1st.

San Diego, CA

2305 Historic Decatur Road
Liberty Station, Suite 100
San Diego, CA 92106
Hours: By appointment

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our San Diego Location

At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our comprehensive approach to advising when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 25 years on the air, and thousands of episodes, questions, and callers, Money Matters is one of the longest-running financial topic programs in America.

And our passion for no-nonsense, straightforward financial education does not stop there. You will also find this same honest and direct advisory approach from the resolute and experienced team in our San Diego, California, office.

Allworth has been faithfully providing fiduciary investment management, in-depth financial guidance, and holistic retirement planning and education to individuals and families throughout California for three decades.

Conveniently located at 2305 Historic Decatur Rd. Suite 100, just west of I-5 between Rosecrans Street and the San Diego International Airport, our experienced San Diego team offers you personalized, fiduciary guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax and estate planning advice
  • IRA Rollovers
  • And more…

Latest Insights

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05/09/2024

3 common retirement planning mistakes

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

05/02/2024

The moment we realized one-size-fits-all advice doesn’t work

Change can be scary. But sometimes, it can help usher in a fresh perspective that improves people’s lives. Allworth co-founder Pat McClain takes a reflective look back at the rise of RIAs – and how your financial future benefits from their existence.

04/25/2024

Helping Early-Career Employees Navigate the Saving Maze

Ways to boost financial confidence and loyalty for Gen Z employees.

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