Why Clients Choose Allworth

Here’s the truth: There are plenty of other financial advisory firms you could choose to work with. So, why do our clients choose Allworth—and why should you?

Three words: The Allworth Advantage.

Allworth woman sitting in a meeting with a team of financial professionals

The Allworth Advantage embraces an approach to wealth management that’s complete, personalized, and aligned with your best interests.

When you choose Allworth, you gain access to a diverse team of fiduciary financial experts who prioritize your interests above all else. 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.

Wealth Planning the Way it Should Be

1. Complete

Guided by a team of in-house financial experts specializing in investments, tax, insurance, estate planning, and more, we harness top-tier wealth planning tools and decades of experience to deliver advanced, comprehensive solutions to you—connecting and optimizing every aspect of your financial life.

2. Personalized

Driven by the conviction that everyone’s financial needs are unique, your dedicated advisory team works to understand you and your financial goals intimately, so the financial strategies we employ are both personalized to meet your financial needs today and optimized to achieve your goals tomorrow. 

3. Aligned

At Allworth, our foundation was built on a fiduciary promise, aligning our success with yours. With 100% transparent fees, no sales quotas or commissions, our guidance is not just a commitment, but a legal and ethical obligation to put your interests first. Simply put, when you do well, we do well.

How the Allworth Advantage Comes to Life

  • Integrated on-staff investment managers, CPAs, insurance specialists, and estate planning professionals with decades of combined financial planning experience
  • State-of-the-art software and resources that provide next-level wealth solutions, ensuring the recommendations you receive are comprehensive and uniquely specific for your needs
  • Available, on-site credentialed advisors at all offices
  • You get matched with a full-time, fully dedicated advisor backed by an experienced support team, meaning you get the consistent, tailored service your money deserves
  • No one-size-fits all strategies—your plan and portfolio are built just for you
  • Local offices with advisors who live in and know your community
  • As a fiduciary, we’re legally committed to doing what’s in your best interests
  • No proprietary investment products to sell, no advisor quotas, and we don’t pay commissions
  • 100% transparent pricing that outlines exactly what you’re paying for our services
  • Because you can part with us at any time, we continually work to earn and keep your trust

For more than three decades, Allworth has held fast to our belief that when financial guidance is delivered with a commitment to put your needs first—and specially designed to provide tailored, all-in-one solutions—you get more than just advice.

You get a financial ally for life.

That’s the Allworth Advantage.

Ready to experience the Allworth Advantage for yourself?

Talk with our team of experts to learn how our complete, personalized, and aligned approach to financial planning can elevate your wealth.

Get started today

97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9