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Allworth Financial, L.P.

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Assets Under Management

$25.1B

Number of Clients

26,325

Number of Advisors

310

Average Client AUM

$953K

AUM per Advisor

$81.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Allworth Financial is a fee-based registered investment adviser offering financial planning and asset management. Services include asset management through wrap and non-wrap fee programs, variable annuity sub-account management, and financial planning. They also offer qualified plan consulting services. Allworth specializes in retirement planning, investment, and wealth management.

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Location

340 Palladio Pkwy., Suite 501, Folsom, CA, 95630

310 Advisors at this firm

Tracy Frank Lasecke
TL
CFP
Tracy Frank Lasecke
AW
Aaron Walsh
AP
CFP · ChFC
Adam Blake Peters
AS
Adam Christian Stanley
AK
CFP
Adam Frank Kint
AG
Adrian Garcia
AP
Albert Edward Powell
AL
CFA
Alexandre Pierre Lilles
AD
Alexis Renee Dunbar
AS
CFP
Allegra Marie Swan
AS
Allen Sefranek
AS
CFP
Allison Elinor Scoggin
AM
CFP
Allison Modrak
AD
Alyse Dominguez
AB
CFP
Amy Michelle Bertle
AH
Andrea Marie Hoover
AG
Andrew Gularte
AS
ChFC
Andrew Joseph Shafer
AS
CFA · CFP
Andrew Roy Stout
AR
Anna Richardson
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