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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 Jose, CA

3190 South Bascom Avenue
Suite 210
San Jose, CA 95124
Hours: 8am-5pm, M-F

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 Jose 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 Jose-Campbell, 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 3190 S. Bascom Ave, #210, right near the junction of Routes 85 and 17, our experienced San Jose-Campbell team offers you personalized, fiduciary guidance on:

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

Meet Our Financial Advisory Team

Latest Insights

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03/26/2024

Is It Time to Benchmark Your Company's Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.

03/22/2024

Why are stocks in your portfolio?

You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.

03/06/2024

“I’m just a bond.” 5 need-to-know facts

Even though stocks usually grab most of the attention, don’t forget about bonds! After all, in most cases, they’re a key component of a diversified portfolio. Allworth co-founder Scott Hanson shares the essential basics to help you better understand how they work (with a little inspiration from Schoolhouse Rock).

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