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

294

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. It serves high-net-worth individuals, families and institutional clients, delivering financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting support, adviser selection, and client education through publications and seminars. The firm charges multiple fee types (percentage of assets, fixed fees and performance-based arrangements) and characterizes itself as an active ESG investor. Public recognition includes placement on Barron’s Top 100 RIA Firms from 2021–2025, inclusion in Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and Citywire’s 50 Growers Across America (2024).