Our Fiduciary Financial Advisors

Since the very beginning, Allworth Financial has believed that you deserve personalized and complete financial guidance that is fully aligned with your best interests. Our fiduciary advisors are the true embodiment of this conviction, delivering comprehensive expertise that’s backed by world-class service and support.

City

Adam Kint VP of Advisors, Financial Advisor CFP^®

Folsom, CA Read bio

Adam Peters Financial Advisor CFP^®, ChFC^®

Denver, CO Read bio

Allegra Swan Financial Advisor CFP^®

Campbell, CA Read bio

Allison Modrak Financial Advisor CFP^®

Phoenix, AZ Read bio

Allison Scoggin Partner Advisor CFP^®

Roseville, CA Read bio

Alyse Dominguez Financial Advisor CFP^®, ChFC^®, MS

Orlando, FL Read bio

Amy Bertle Financial Advisor CFP^®

Denver, CO Read bio

Amy Wagner Financial Advisor BFA^™

Cincinnati - Blue Ash, OH Read bio

Andy Shafer Financial Advisor ChFC^®, AAMS^®

Cincinnati - Blue Ash, OH Read bio

Austin McDaniel Partner Advisor CFP^®, CFA^®, MBA

Albuquerque, NM Read bio

B. Brandon Mackie Financial Advisor CFP^®

Kennesaw, GA Read bio

Barbara Healy Financial Advisor CFP^®, CRPC^®

Roseville, CA Read bio

Beau McGuire Financial Advisor CFP^®

Roseville, CA Read bio

Benjamin Abraham Partner Advisor CFP^®, ChFC^®, CLU^®, CFS^®, RICP^®, WMCP^®, CASL^®

Indianapolis, IN Read bio

Benjamin Knight Partner Advisor CFP^®

Chico, CA Read bio

Bill Macher Partner Advisor CLU^®, ChFC^®

St. Louis, MO Read bio

Bill Schretter Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Blake Davelaar Financial Advisor CFP^®

Tucson, AZ Read bio

Bob Benyamin Financial Advisor CFP^®

Roseville, CA Read bio

Bob Frater Partner Advisor CFP^®

Houston, TX Read bio

Bob Sponseller Partner Advisor ChFC^®

Cincinnati - Blue Ash, OH Read bio

Brent Sayler Financial Advisor CFP^®

Phoenix, AZ Read bio

Brent Walker Partner Advisor CFP^®

Indianapolis (Allison Pointe), IN Read bio

Bret Butcher Financial Advisor CFP^®, MBA

Seattle, WA Read bio

Brian James Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Brian Murphy Partner Advisor AIF^®

Tucson, AZ Read bio

Britton Riley Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Cali Byrn Financial Advisor

Lawrence, KS Read bio

Candace Stogin Financial Advisor CRPS^®

Vancouver, WA Read bio

Cheyenne Walker Financial Advisor CFP^®

Santa Rosa, CA Read bio

Chris Giordano Partner Advisor AIF^®

Los Gatos, CA Read bio

Corey Frank Financial Advisor CFP^®

Bel Air, MD Read bio

Dan Bolan Financial Advisor CFP^®, MBA

Riverwoods, IL Read bio

Dan Leahy Financial Advisor CFP^®

Folsom, CA Read bio

Dan Rausch Financial Advisor CFP^®, MBA, CPA

Grandville, MI Read bio

Daravy Son Financial Advisor MBA

Manasquan, NJ Read bio

Darren Dindinger Financial Advisor MBA, CFP^®, CRPC^®

Seattle, WA Read bio

David Bastoni Partner Advisor BFA^™

Folsom, CA Read bio

David Johanson Partner Advisor CFP^®, CIMA^®, CPWA^®, EA

Campbell, CA Read bio

David Klaus Partner Advisor CFP^®, MBA, CASL^®, RICP^®, EPS^®

Indianapolis, IN Read bio

David Kraunelis Senior Associate Advisor

Riverwoods, IL Read bio

David Schauer Financial Advisor CFP^®, CFA, MSFA

Sacramento, CA Read bio

Davis Blomquist Financial Advisor CFP^®

Folsom, CA Read bio

Deanna Purvis Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Dexter Lamb Financial Advisor ChFC^®

St. Louis, MO Read bio

Donella Winkler Financial Advisor CFP^®

Durham, NC Read bio

Eric Chetwood Partner Advisor CFP^®

Durham, NC Read bio

Eric Henry Financial Advisor CFP^®

Sacramento, CA Read bio

Eric Soetaert Financial Advisor

Lawrence, KS Read bio

Evan McGrath Financial Advisor ChFC^®, CRPC^®, CEPA^®

Addison, TX Read bio

Fazley Rashid Financial Advisor CFP^®

Houston, TX Read bio

Gary Grewal Financial Advisor CFP^®, MSFP

Sacramento, CA Read bio

Gary Krasnov Financial Advisor AIF^®, CLTC^®

Kennesaw, GA Read bio

Glenn Downs Financial Advisor CFS^®

Cincinnati - Blue Ash, OH Read bio

Greg Phelps Partner Advisor CFP^®, AIF^®, CLU^®, AAMS^®

Las Vegas, NV Read bio

Hugh B. Phillips Partner Advisor CFP^®, CFS^®, ChFC^®

Fairfield, CA Read bio

James Risalvato Financial Advisor

Addison, TX Read bio

Jeff Brooks Partner Advisor BFA^™

Vancouver, WA Read bio

Jeremy Murray Financial Advisor CFP^®, AIF^®, CRPS^®

Las Vegas, NV Read bio

Jerod Patterson Financial Advisor WMCP^®

Vancouver, WA Read bio

Jerod Yee Financial Advisor CFP^®

Folsom, CA Read bio

Jerry He Financial Advisor CFP^®

Campbell, CA Read bio

Jessica Baumgartner Financial Advisor CRPC^®

Manasquan, NJ Read bio

Jim Moore Partner Advisor CFP^®, AIF^®, LACP^®

Lawrence, KS Read bio

John "Chuck" Alexander III Financial Advisor MBA

Manasquan, NJ Read bio

John Horseman Partner Advisor

St. Louis, MO Read bio

John M. Selzer, Jr. Partner Advisor CFP^®

Riverwoods, IL Read bio

Joshua Jacobi Garcia Financial Advisor CFP^®, ADPA^®

Addison, TX Read bio

Jude McDaniel Partner Advisor ChFC^®, CLU^®, AIF^®

Lawrence, KS Read bio

Justin Burrow Partner Advisor

Yuba City, CA Read bio

Karl Petersen Director of Business Development

Addison, TX Read bio

Kathleen Carpenter Partner Advisor CFP^®

Chico, CA Read bio

Kelly Jandreau Financial Advisor NSSA

Vancouver, WA Read bio

Kelly Richards Partner Advisor

Phoenix, AZ Read bio

Kent Erickson Financial Advisor BFA™

Redding, CA Read bio

Kevin Duffy Financial Advisor CFP^®, MSF

Sacramento, CA Read bio

Kevin Spafford Partner Advisor CFP^®

Spokane, WA Read bio

Kimberly Caldwell Financial Advisor

Manasquan, NJ Read bio

Kirk Hudson Partner Advisor MBA, CFA

Albuquerque, NM Read bio

Lauren Heiman Financial Advisor

Dansville, NY Read bio

Laurie Hadley Financial Advisor CFP^®, CFS^®

Roseville, CA Read bio

Laurie Ingwersen Partner Advisor CFP^®, CRPC^®, CDFA^®, CBC^®, CEPA^®

Waltham, MA Read bio

Leonardo Bojorquez Financial Advisor CFP^®, ChFC^®, AWMA^®, MBA

Walnut Creek, CA Read bio

Lisa Fulco Financial Advisor CFP^®, ChFC^®, CPWA^®, LUTCF^®

Bel Air, MD Read bio

Lori Sherman Partner Advisor CFP^®

Lafayette, CA Read bio

Lynda Tu Financial Advisor

Campbell, CA Read bio

Maria Foppiano Financial Advisor ChFC^®

Folsom, CA Read bio

Mark Rubey Financial Advisor CFP^®

Addison, TX Read bio

Mark Shone Partner Advisor CFP^®

Walnut Creek, CA Read bio

Matt De Garmo Financial Advisor CFP^®

Walnut Creek, CA Read bio

Matt Keller Partner Advisor CFP^®

Albuquerque, NM Read bio

Matt Pulsipher Partner Advisor CFP^®, ChFC^®, NSSA

Vancouver, WA Read bio

Matthew Holmes Financial Advisor CFP^®

Indianapolis (Allison Pointe), IN Read bio

Michael Bubel Financial Advisor CFP^®, ChFC^®, CRPC^®

Houston, TX Read bio

Michael Coates Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Michael Demko Financial Advisor

Campbell, CA Read bio

Michael Messinger Financial Advisor MBA

Manasquan, NJ Read bio

Michael Schankerman Partner Advisor CFP^®, ChFC^®, CFS^®, CASL^®, RICP^®

Indianapolis, IN Read bio

Michael Slenes Financial Advisor MBA

Albuquerque, NM Read bio

Michelle Disney Financial Advisor CFP^®

Durham, NC Read bio

Mike Hostetler Financial Advisor CFP^®

Kennesaw, GA Read bio

Natalie Quirarte Financial Advisor CFP^®

San Diego, CA Read bio

Nicole Mayer Partner Advisor AIF^®, BFA^™, CDFA^®, RFC^®

Riverwoods, IL Read bio

Paige Foley Financial Advisor

Manasquan, NJ Read bio

Pat Henry Financial Advisor CFP^®

Sacramento, CA Read bio

Patrick McGrath Financial Advisor CFP^®, MBA

San Diego, CA Read bio

Paul Culbertson Financial Advisor CFP^®

Houston, TX Read bio

Paul Ochel Financial Advisor CFP^®

Addison, TX Read bio

Peter Abi-Nader Financial Advisor CFP^®

Folsom, CA Read bio

Peter Knutson Partner Advisor CFP^®, AIF^®, CLTC^®

Lawrence, KS Read bio

Quinn Carlsen Financial Advisor CFP^®

Folsom, CA Read bio

Renee Nenninger Financial Advisor

St. Louis, MO Read bio

Richard Del Monte Partner Advisor JD, MBA, CFP^®

Walnut Creek, CA Read bio

Richard Gross Financial Advisor CFP^®, CMFC^®, MBA

Walnut Creek, CA Read bio

Richard Looney Partner Advisor

Manasquan, NJ Read bio

Robby Scholes Financial Advisor CFP^®, CFA^®

Durham, NC Read bio

Robert A. Giunco, Jr. Partner Advisor

Manasquan, NJ Read bio

Robert Brennan Partner Advisor

Redding, CA Read bio

Robert C. Ryan Partner Advisor

Yuba City, CA Read bio

Robert G. McKelvey Partner Advisor

Manasquan, NJ Read bio

Robert Gecker Financial Advisor CRPC^®

Addison, TX Read bio

Robert Gentry Partner Advisor CFA^®

Lafayette, CA Read bio

Roger Ingwersen Partner Advisor CFP^®, CIMA^®, CRPC^®

Waltham, MA Read bio

Russell Hall Partner Advisor

Charlotte, NC Read bio

Rutledge Gordon VP of Advisors, Financial Advisor CRPC^®

Addison, TX Read bio

Scott Ebert Financial Advisor CFP^®

Denver, CO Read bio

Scott Loochtan Financial Advisor AIF^®, BFA^™

Riverwoods, IL Read bio

Scott Lowe Partner Advisor A.A.M.S.

Vancouver, WA Read bio

Scott Ponder Financial Advisor CFP^®

Campbell, CA Read bio

Scott Yang Financial Advisor CFP^®

Campbell, CA Read bio

Sean Murray Financial Advisor CFP^®, CFS^®

Sacramento, CA Read bio

Sean Rayburn Financial Advisor CFP^®, ChFC^®

Kennesaw, GA Read bio

Stephanie Bemerer Financial Advisor ChFC^®

Cincinnati - Blue Ash, OH Read bio

Stephanie Motzkus Financial Advisor CFP^®, AAMS^®

Larkspur, CA Read bio

Steve Burnett Financial Advisor CFP^®

Sacramento, CA Read bio

Steve Eklund Partner Advisor

Roseville, CA Read bio

Steve Hruby Financial Advisor CFP^®

Cincinnati - Blue Ash, OH Read bio

Tad Doughty Financial Advisor ChFC^®, CFS^®

Roseville, CA Read bio

Ted Smalling Financial Advisor CFP^®, MBA

Sacramento, CA Read bio

Terry Muchler Partner Advisor AIF^®, CTEP^®

Rochester, NY Read bio

Todd Smith Financial Advisor CFP^®

Kennesaw, GA Read bio

Tracy Lasecke Partner Advisor CFP^®

Campbell, CA Read bio

Victoria Bogner Partner Advisor CFP^®, CFA, AIF^®

Lawrence, KS Read bio

Wendi Ouellette Financial Advisor CFP^®

Portland - Beaverton, OR Read bio

Wesley Scoggin Financial Advisor CIMA^®

Roseville, CA Read bio

Sorry, we couldn’t find an advisor matching your search.

However, we work with clients nationwide. If you would like help finding the right fit, you can call us at 888-242-6766 or submit an online request.

Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we do—every day.

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97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

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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.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹