Allworth Financial, L.P.

RIASEC Registered

Total AUM

$33.6B

Discretionary

$33.1B

99% of AUM

Avg account

$447K

Accounts

75,126

Employees

493

Advisory reps

331

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 that focuses on both individual/family and institutional clients. The firm is SEC-registered (registered in 2007) and provides a mix of financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting work, manager selection, and client education through publications and workshops. Its client billing can include percentage‑of‑AUM fees, fixed fees and performance‑based fees. Allworth identifies as an active ESG investor and maintains industry relationships that include broker‑dealers, other advisers, accounting and insurance firms, and roles as sponsor or GP/managing member of pooled investment vehicles. The firm has been recognized in industry rankings, including placement on Barron’s Top 100 RIA Firms multiple years (2021–2025), Financial Times Top 300 (2020), FA Magazine Top RIA Firms (2020) and Citywire’s 50 Growers Across America (2024).