John Bunch
Chief Executive Officer
John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.
Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines - where he oversaw 130 branch offices - and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade, and Divisional Senior Vice President at Charles Schwab & Co.
John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients.
Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines - where he oversaw 130 branch offices - and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade, and Divisional Senior Vice President at Charles Schwab & Co.
“ I have a strong conviction that most Americans have been denied high quality financial planning and investment advice. Over the last 35 years, I have dedicated myself to building firms that focus on the fiduciary needs of clients above all else.”
- John Bunch, Allworth Chief Executive Officer
More About John:
- Hailing from the Midwest, John has four daughters and lives near Indianapolis with his wife Michelle. A standout family activity? Visiting his daughter, a penguin zookeeper.
- John is an avid reader who enjoys cooking, entertaining, and embracing the challenge of learning difficult and out-of-the box skills.
- He loves to travel, having visited all 50 states and 37 countries. A lifelong outdoorsman, John has a passion for exploring the wilderness and living off the land.
- He enjoys serving with his hands and has had the joy of helping build over 100 homes for Habitat for Humanity
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
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
