Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
9th in AUM Growth
RIA Channel7
Best Places to Work
InvestmentNews5
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
Best in Class Ethics
NBRI9
30 Years in Business
$22.5 billion AUM4
Top 100 RIA Firm
Barron's1
Get to Know Us
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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.
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Why People Work With Us
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New Webinar
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Join Scott Hanson and Apollo Lupescu as they uncover the facts, fiction, and figures surrounding election year politics, the stock markets — and your financial future.
Just two dates to choose from — June 20th and 22nd — so register for free today.
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How Can We Help You?
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Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
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Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
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Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
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Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Latest Podcast
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July 27, 2024 - Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older.
On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. Plus, they tackle your questions.
Join the Money Matters Podcast
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Participate in the show! Ask Allworth CEOs Scott Hanson and Pat McClain your financial questions live on-air.
Latest Insights
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Boosting Retirement Confidence for Near-Retirees
Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement” era, where tens of thousands are hitting retirement age daily. By 2030, the entire baby boomer generation...
3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings
Innovative and creative approaches to help your company stand out while improving workers’ financial well-being How can your company stand out from the competition so you can recruit and retain quality talent? At the same time, how do you...
How underspending (yes, underspending) can ruin retirement
Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.