Allworth Financial, L.P.

RIASEC RegisteredEst. 2007

Total AUM

$33.6B

Discretionary

$33.1B

99% of AUM

Avg account

$447K

Accounts

75,126

Employees

493

Advisory reps

299

Firm details

Headquarters: Folsom, California
CRD number: 111167
Registered since: August 27, 2007
Website: allworthfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI75.2%
Individuals20.85%
Pension & Profit Sharing Plans2.41%
Corporations / Businesses1.28%
Pooled Investment Vehicles0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Allworth Financial, L.P. is an independent registered investment adviser organized as a limited partnership and operating since 2007. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning and portfolio management across retail and pooled vehicles. Its services extend to businesses and institutions, pension consulting, selection of sub‑advisers, and client education through publications and seminars. Fee arrangements include assets‑under‑management fees, flat fees, and performance‑based fees. Allworth identifies as an active ESG investor and maintains affiliations that include broker‑dealer activities, other advisory entities, accounting and insurance relationships, and roles as sponsor/GP or managing member of pooled investment vehicles. The firm has appeared on industry lists such as Barron’s Top 100 RIA firms (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2024).