Allworth Financial

EST. AUM
$25,097,132,975

CONTACTS
25

CLIENT ACCOUNTS
64,930

Firm Details

Metro area Sacramento
CRD Number 111167
Website allworthfinancial.com
Client types

Overview

FA Magazine 50 fastest growing firms #18 Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. What they do: Offers a variety of financial services - Retirement and financial planning - Investment Management - CPA and Tax Services - Estate Planning - 401(k) for Employers In March 2023, the firm purchased 2 firms (PE backed Lightyear Capital): -One-to-One Financial Advisors with $417 M AUM in Indianapolis, IN -RedRock Wealth Management in Las Vegas, NV with $160 M AUM This is the 24th acquisition over the past 5 years and third this year. In April 2023, the firm acquired McDaniel Knutson Financial Partners in Lawrence KS with $506 M AUM In December 2024, the firm acquired Ryan Wealth Management in Yuba City, CA with 500 M AUM In December 2024, the firm acquired WealthPoint Advisors, LLC in Indianapolis, IN with 383 M AUM

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Allworth Financial

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