Find a Financial Advisor Near You

For investors with $1MM or more.

Your money deserves every advantage it can get.

That means partnering with an advisor who understands that truly successful financial planning integrates every aspect of your finances into one, cohesive plan crafted just for you.

With a comprehensive financial plan from our team of in-house specialists, you’ll get a tailored strategy that skillfully blends together all the critical elements of your financial life—from investments to tax planning, estate planning to insurance—so your wealth can reach its full potential.

Request your complementary consultation

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

When you choose Allworth, you gain access to a diverse team of fiduciary financial experts whose primary motivation is to serve you, not sell you.

Our client-centric philosophy ensures your money receives every advantage it can get—from investments and tax planning to insurance and estate planning, and more.

By leveraging industry-leading tools and resources, we provide advanced solutions for today’s modern investors that aim to optimize and enhance every facet of your wealth, both now and for the future.

All of this is offered under one roof and through a single point of contact—your fully dedicated financial advisor—so you receive the personalized service and attention you deserve.

And with offices across the country and the flexibility of virtual and phone appointments, we're able to serve you no matter where you live.

Request your complimentary consultation

Give your wealth the advantage it deserves: Customized and advanced solutions from our in-house team of specialists.

Designed for those with $1MM or more in investable assets, our complimentary consultation offers one-on-one financial advice from an expert fiduciary advisor.

Request a call to reserve your consultation today.

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97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

Why People Work with Us

Fiduciary

Honest, straightforward financial guidance with a commitment to put your best interests first.

Forward-Thinking

Access to a broad suite of advanced investment solutions designed to help minimize your downside while optimizing your return potential.

Fee-Based

Transparent fee-based pricing with no products to sell or quotas. When you succeed, we succeed.

Personalized

From tailored investments strategies to customized financial plans, our guidance and recommendations meet your exact needs.

Comprehensive

On-staff investment, tax, insurance, and estate planning experts working to connect all the dots of your financial life.

Committed

A dedicated financial advisor team devoted to managing all the details that orbit your plan. Your money gets the expert attention it deserves—and you get the best of our time, energy, and knowledge.

Frequently Asked Questions

Is Allworth a fiduciary advisory firm?

Yes, we are a fiduciary, registered with the U.S. Securities and Exchange Commission. This means Allworth is legally and ethically obligated to act in your best interest. As a client, you can trust your advisor and their support team will be committed to doing what’s right for you—not what’s best for us.

What makes Allworth unique?

You and your money deserve better than the self-motivated, one-dimensional, sales-focused advisory model that continues to dominate the industry to this day. Instead, we believe in what we call The Allworth Advantage:

Powered by a client-first approach from fully dedicated advisors and support teams, the advice you receive from us is customized to your financial needs, aligned with your best interests, and designed to optimize your wealth.
By harnessing industry-leading tools and employing financial experts specializing in investments, tax, insurance, estate, and more, you get access to advanced all-in-one wealth management that connects all the dots of your financial life.

Because when financial guidance is comprehensive, sophisticated, and all under one roof, you get more than just advice. You get the advantage every modern investor needs.

Would you provide references or testimonials from clients?

Yes, we would be happy to refer you to clients as references once you have met with an Allworth advisor.

We are proud to say we have a 97% client loyalty rate², and we are honored to have been recognized in the National Business Research Institute’s Circle of Excellence four times⁹, making Allworth one of the most highly regarded brands in the financial sector.

What types of meetings are available?

We offer a choice of virtual, in-person, or phone appointments—whichever is most convenient for you.

How does Allworth get paid?

We are a fee-based RIA (Registered Investment Advisor), which means we have one easy-to-understand, transparent fee that is a percentage of the investable assets we manage for our clients. That way you know what you’re paying for and what you’re not.

At Allworth, there are no hidden charges, no quotas, and we don’t pay commissions. This means you can have confidence that your advisor’s prime motivation is to serve you, not sell you.

Why should I meet with an Allworth Advisor?

Because your wealth deserves personalized attention and a comprehensive strategy that unifies all the components of your financial life. To do this, we’ll match you with one of our full-time, salaried fiduciary advisors whose first priority is to get to know you better. Once they fully understand your needs and goals, they can take a closer look at your current situation to identify opportunities for optimization and maximization.

What can I expect during my complementary consultation?

This free consultation is entirely about you. There will be no sales tactics, no pressure. Your advisor will ask some questions about you, your family, your needs, and your goals to better assess how we can help. Have any pressing financial questions or concerns? Feel free to ask during this time and tap into your advisor’s expertise.

Ready to meet with one of our financial advisors?

Talk with our Allworth experts today about how we can customize, optimize, and enhance your wealth strategy.

Get started today

Our Locations

At Allworth, you get the powerful combination of a locally based fiduciary advisory team that’s backed by our national resources. And if you’re not near one of our offices, don’t worry—distance is no barrier. You can still meet with our team remotely, via phone or video consultation. Schedule your virtual consultation here.