Allworth Financial is a Registered Investment Advisor with approximately $35 billion in total assets under management and administration serving 32,000+ clients across multiple states. Ranked Top 15 in Barron's Top 100 RIA Firms (#11 in 2025, #14 in 2024, #20 in 2023), they offer comprehensive wealth management including financial planning, investment management, tax planning, estate planning, and insurance services.
With 30 years in business, their fiduciary advisors provide fee-based transparent pricing with no products to sell. Services include 401(k) for employers and specialized services for airline employees.
$35 Billion AUM with 32,000+ clients
97% client loyalty
30 years in business
Ranked Top 15 in Barron's Top 100 RIA Firms (#11 in 2025)
Fiduciary commitment — put client interests first
Fee-based transparent pricing with no products to sell
On-staff investment, tax, insurance, and estate planning experts
NBRI Circle of Excellence and Best in Class Ethics awards
Services
Wealth Management
Comprehensive wealth management integrating all aspects of financial life.
Comprehensive planningFiduciary approach
Financial Planning
Personalized financial planning ensuring investments, tax planning, retirement, estate, and insurance are all aligned.
All-in-one planningCoordinated approach
Investment Management
Proactive and customized investment planning leveraging sophisticated solutions to optimize wealth.
Coordinated tax planning using state-of-the-art tools to ensure tax strategies save money.
Coordinated approachTax strategy optimization
Estate Planning
Estate planning using cutting-edge technology to identify legacy-preserving tactics and assist with document drafting.
Document draftingLegacy preservation
Insurance Services
Insurance analysis and services as part of comprehensive wealth management.
Credentials & Certifications
Barron's Top 100 RIA Firms (#11 in 2025)
Since 2025
Registered Investment Advisor (SEC)
FINRA/SIPC Member Broker/Dealer
NBRI Circle of Excellence and Best in Class Ethics
Since 2023
Reviews
Rating
5
★★★★★
Reviews
6
"The advisor was very knowledgeable and was very helpful with the process"
Frequently Asked Questions
What makes Allworth Financial different? +
Allworth is a fiduciary firm with on-staff investment, tax, insurance, and estate planning experts. They use a fee-based approach with no products to sell. Ranked #11 in Barron's Top 100 RIA Firms 2025 with $35B AUM and 97% client loyalty.
What is the Allworth Advantage? +
Complete, Personalized, Aligned — comprehensive wealth management from one place with fiduciary advisors committed to putting client interests first.
How long has Allworth been in business? +
Allworth Financial has been in business for 30 years with $35 billion in assets under management and administration serving 32,000+ clients.
5.0
