Nearby Meeting Locations: While our main South Bay office is in San Jose, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Mateo, Santa Rosa, and Walnut Creek.
Our San Jose team has more than 20 years of providing refreshingly clear investment, financial and retirement planning advice.
Interested in learning more? Listen to Money Matters, our weekly, call-in radio program via podcasts you can download at iTunes or Google Play. Hosted by Allworth founders Scott Hanson and Pat McClain, you can hear them answer questions on topics ranging from investing to estate planning to pension and retirement account management, and more.
Located near the Nimitz Freeway and The Alameda, our San Jose team provides guidance on:
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron's Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†
There are some obvious times to reach out to your advisor (like when you're ready to retire). But there are some not-so-obvious times, too. We share 5 kinds of life events that call for consulting with your advisor before making any concrete decisions.
With 2020 almost behind us, Allworth Co-CEO Scott Hanson takes a look ahead and offers a few suggestions for your New Year's resolutions (and shares two important financial reminders as well).
When entering a second marriage, the both of you likely bring different financial life experiences to the table. Here’s our advice for how to broach this sensitive topic so you can both get on the same page.
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The 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.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢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.
