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Santa Rosa, CA

131-A Stony Circle
Building 500
Santa Rosa, CA
Hours: 8am - 5pm, M-F

Nearby Meeting Locations:  While our office is in Santa Rosa, we have convenient Bay Area meeting locations in Campbell, Fairfield, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Jose, San Mateo, and Walnut Creek.

9th in AUM Growth

RIA Channel8

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$14 Billion

Assets Under Management4

29 Years in Business

17,000+ Clients

Best Places to Work

InvestmentNews5

About Our Santa Rosa Location

At the core of everything we do is the desire to help you retire better.   

Interested in learning more about us? Listen to Money Matters, our weekly, call-in radio program available via podcast at iTunes or Google Play. Hosted by our founders Scott Hanson and Pat McClain, Money Matters is one of the longest-running financial radio shows in the country.

Located near Highway 12 and the 101, the team at our Santa Rosa office works with you to offer guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Hugh B. Phillips of Allworth Financial
Hugh B. Phillips
CFP®, CFS®, ChFC®

Other Nearby Office Locations

5140 Business Center Drive
Suite 105
Fairfield, CA 94534
707-299-3868
700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939
888-242-6766
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874

Latest Insights

May 2022 Market Update

So far this year there’s been nowhere to hide on Wall Street. But why? Allworth’s Chief Investment Officer takes a deeper look at what’s causing the sell-off in both the stock and bond markets (and also shares why there’s reason to be optimistic).

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Thinking of relocating in retirement? 4 things to consider

Ready for a change of scenery in retirement? Before you pack your bags and make a permanent move, Allworth Co-CEO Scott Hanson shares a few reminders about some of the challenges that can come with living in a new city or country.

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Not everyone needs life insurance (but here are 6 times when you might)

Contrary to popular belief, not everyone needs life insurance. But it could make sense depending on your situation. Allworth Co-CEO Scott Hanson outlines a few of the most common reasons to buy a policy.

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