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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.

Top 100 RIA Firm

Barron's1

4th Fastest Growing RIA

FA Magazine2

Best in Class Advisors

NBRI3

$10 Billion

Assets Under Management4

Best Places to Work

InvestmentNews5

28 Years in Business

13,000+ Clients

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
770 Tamalpais Drive
Suite 206
Corte Madera, CA 94925
888-242-6766
1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874

Latest Insights

October 2021 Market Update

Elevated inflation looks like it’s here to stay – at least for a little while. Allworth’s Chief Investment Officer takes a deeper look at what these higher prices mean for the economy, the markets, and, ultimately, your investments.

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Third Quarter 2021 Market Update

When will inflation stabilize? What headwinds is the market facing? How should you approach your investment strategy? We address these questions and more in our third quarter video update.

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No 401(k)? Your other options

A 401(k) is generally the most popular way most Americans save for retirement. But what if you don’t have access to one? Or you’re self-employed? Allworth Co-CEO Pat McClain shares some of the best alternatives to consider.

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