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
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
Get to Know Us
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.
Why People Work With Us
The Complete Social Security Planning Workshop
Our expert advisors deliver the facts, figures, and smart planning strategies to maximize your hard-earned benefits and become Social Security ready.
Secure your seat at one of our live workshops near you.
How Can We Help You?
Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Latest Podcast
March 16, 2024 - The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
On this week’s Money Matters, Scott and Pat contrast the Wall of Worry with today’s resilient market, before moving on to answer caller questions about Roth conversions and the tax implications of qualified plans.
Join the Money Matters Podcast
Participate in the show! Ask Allworth CEOs Scott Hanson and Pat McClain your financial questions live on-air.
Latest Insights
“I’m just a bond.” 5 need-to-know facts
Even though stocks usually grab most of the attention, don’t forget about bonds! After all, in most cases, they’re a key component of a diversified portfolio. Allworth co-founder Scott Hanson shares the essential basics to help you better understand how they work (with a little inspiration from Schoolhouse Rock).
Working while claiming Social Security? Don’t get caught off guard
You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.