Let's Build Something Great Together

Your firm’s legacy deserves more than just scale—it deserves strategic elevation. 

At Allworth Financial, we’re redefining what it means to grow with purpose. As one of the fastest-growing independent wealth management firms in the nation, we’re building a best-in-class platform with like-minded advisors who share our vision for excellence, innovation, and integrity. 

 

Let's Talk

401k-for-employers_1800x1200
97%
client loyalty 30,000+ Clients2
30
years in business $30 Billion AUM4
Barron’s 11th Ranked RIA1
40+ Partnerships Since 2018
45 Locations Nationwide

We Understand Your Challenges—Because We’ve Been There

With more than 30 years of experience navigating the evolving landscape of wealth management, we know the pressures you face: 

  • Growth has plateaued 
  • Compliance is consuming your time 
  • Marketing and technology feel just out of reach 
  • Operational demands are overshadowing client relationships 
  • You’re ready to monetize—but not at the expense of your legacy 
  • Succession plans haven’t lived up to their promise 
  • You’ve hit a ceiling—but still see untapped potential 

If this resonates, you’re not alone—and you don’t have to figure it out alone. 

It begins with your vision.

Where do you see your firm in three, five, or even 10 years?

Whether you're a fee-based RIA, hybrid, or broker-dealer affiliate, if you're seeking a values-aligned partner to help you grow strategically while preserving the identity you've already built, we're ready to talk. 

 

Connect with our team

Benefits of an Allworth Partnership

 

When your team joins Allworth, you get more than a standard partnership—you get a strategic alliance with a firm that blends client-first values with a commitment to sustainable growth.

Freedom to Focus

Prioritize what fuels your purpose. Whether you’re passionate about working with clients, innovating processes, mentoring teams, or preparing for retirement, you’ll have the freedom to do more of what drives you.

Team Continuity

Empower your team. We know the importance of good people, so your team stays intact while also gaining access to the infrastructure, mentorship, and opportunities for meaningful career growth within our national platform.

Elevated Client Experience

Transform your client relationships. Our clients enjoy boutique-style service backed by institutional-grade resources. With a retention rate of 97%2, we let results speak for themselves.

A Customized Fit

Forget cookie cutter. Every partnership is thoughtfully designed to preserve your firm's unique culture and values while unlocking new opportunities for you—and your employees.

Liquidity & Equity

Get rewarded for today and tomorrow. As a Partner Advisor, you’ll have the chance to earn both upfront liquidity and long-term equity—allowing you to benefit from the value you’ve already created, while also participating in Allworth’s continued success.

personalized

Sophisticated Services

Deliver more value. From tax planning and estate planning to insurance and retirement strategies, we offer our clients a fully integrated financial planning experience—backed by industry-leading tools and decades of expertise.

Frequently Asked Questions

Allworth was founded in 1993 as Hanson McClain. After nearly three decades of growth, we rebranded in 2019 to reflect our expanded capabilities and national reach.

Today, we serve over 25,000 households² and manage more than $30 billion in assets⁴. We are ranked #14 on Barron’s Top 100 RIAs¹ and are recognized for ethical excellence and client satisfaction³. 

Headquarters: Folsom, CA 

Offices: 45 nationwide 

Since 2018, more than 40 firms have chosen to join Allworth. With this experience comes deep insight into what makes integration successful. Our dedicated transition team ensures every onboarding process is seamless for you, your team, and your clients 

We’re not interested in one-size-fits-all solutions—we’re focused on finding the right fit. Whether it’s an equity partnership or an outright buyout, we seek professionals who are aligned in values and vision. In general, ideal partners tend to be: 

  • Primarily fee-based 
  • Credentialed (or actively pursuing accreditation) 
  • Client-focused 
  • Free of major regulatory issues 
  • Long-term focused (not market timers) 
  • Motivated to grow 

We go beyond lifting operational burdens. We give you the freedom to focus on what you enjoy most and the support to do it better. If you are spending more time on administration than advising or leading your team, it might be time for a different path 

Yes. Our platform is built for scale. We support growth through: 

  • Established custodial referral programs 
  • A dedicated in-house business development team 
  • Targeted marketing support from more than 15 professionals 
  • Strategic guidance from our practice management specialists 

We also help you uncover opportunities within your existing book to drive organic growth. 

Three words: the Allworth Advantage. It’s an approach to wealth management that’s complete, personalized, and aligned with each client’s best interests. Your clients gain access to a diverse team of fiduciary financial experts who leverage industry-leading tools and resources to provide the sophisticated solutions every modern investor deserves. This client-centric philosophy ensures your clients’ wealth receives every advantage it can get—from investments to tax planning, insurance to estate planning. 

We’re proud to maintain a 97% client loyalty rate2—proof that clients stay because they feel they’re well taken care of. And in 2023, we were once again awarded the NBRI Circle of Excellence award for customer satisfaction3, placing us among the most highly regarded brands in America. During a partnership transition, our Integrations team and Client Experience team ensure a smooth, personalized experience, so your clients feel supported every step of the way. 

While we primarily work with Schwab and Fidelity for our retail business, we also have long-standing working relationships with other custodians. 

At Allworth, we believe in comprehensive wealth planning—which includes leveraging advanced planning tools to integrate a coordinated tax planning framework into our clients’ overall financial strategies for maximum optimization. For certain client service levels, we also offer in-house tax preparation to deliver even more seamless support and value.  

Yes. Depending on the service level, clients have access to either our in-house estate planning specialists or a robust digital tool to help create personalized legacy plans and key estate documents 

Let's Start a Conversation

You've built something great. Now let's explore what’s possible when growth-minded firms come together.  

Baker__Sara_Headshot_1

Sara Baker

EVP of Mergers & Acquisitions 

 

With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, Sara Baker leads Allworth’s partnership strategy—driving scalable, sustainable growth with a focus on cultural alignment and operational excellence. Prior to Allworth, Sara served as president of Triad Wealth, SVP at Mariner Wealth Advisors, and most recently served as the VP of Advanced Planning at Edleman Financial Engines.

Sara is also a recognized thought leader in the wealth management space and a frequent speaker at leading industry conferences nationwide. 

 

Francis Nguyen

Francis Nguyen

Director of Mergers & Acquisitions 

 

Playing a critical role in Allworth's acquisition strategy, Francis Nguyen identifies and evaluates potential partners while also supporting the overall execution of transactions that expand Allworth’s national presence.

Before joining Allworth, Francis was with Pure Financial Advisors where he assessed M&A opportunities, built advisor recruiting pipelines, and advanced strategic initiatives. His career also includes leadership experience in wealth management, advisor recruiting, investor relations, banking, and political campaign management.

Connect with our team by calling 888-489-0015 or submit the form below.

We take your privacy seriously and respect your privacy choices. By submitting your information, you consent to receive marketing emails, calls, and texts from Allworth using an autodialer at the email and phone number provided, even if the number is on a state or federal Do Not Call list. You do not need to consent to use our services. You can call us instead at 1-888-242-6766. Message and data rates apply. Reply “STOP” to opt out and “HELP” for more information. By submitting this information, you also agree to our Terms of Use Agreement, Privacy Policy, and to receive important notices and other communications electronically.

Success, In Their Words

Every firm’s path to Allworth is unique. What our partners share is a desire to grow with intention, sustain their values, and expand their impact. 

Watch as they reflect on their decisions, experiences, and transitions—and address the questions that matter most: 

  • What is it really like to sell your firm? 
  • What happens to your role, your team, and your clients? 
  • How do you know when the time is right? 

A successful partnership is not just about the terms. It is about trust, alignment, and a shared future. 

 

 

 

Let's Start a Conversation

You've built something great. Now let's explore what’s possible when growth-minded firms come together.  

Sara Baker

EVP of Mergers & Acquisitions 

 

With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, Sara Baker leads the Allworth’s partnership strategy—driving scalable, sustainable growth with a focus on cultural alignment and operational excellence. Prior to Allworth, Sara served as president of Triad Wealth, SVP at Mariner Wealth Advisors, and most recently served as the VP of Advanced Planning at Edleman Financial Engines.

Sara is also a recognized thought leader in the wealth management space and a frequent speaker at leading industry conferences nationwide. 

Call Sara at 888-489-0015 or submit the form below.

We take your privacy seriously and respect your privacy choices. By submitting your information, you consent to receive marketing emails, calls, and texts from Allworth using an autodialer at the email and phone number provided, even if the number is on a state or federal Do Not Call list. You do not need to consent to use our services. You can call us instead at 1-888-242-6766. Message and data rates apply. Reply “STOP” to opt out and “HELP” for more information. By submitting this information, you also agree to our Terms of Use Agreement, Privacy Policy, and to receive important notices and other communications electronically.