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.
Employees: 201-500
Phone: +1 888-242-6766
Founded date: 1993
Investors 2
| Date | Name | Website |
| - | Parthenon ... | parthenonc... |
| 15.01.2021 | Lightyear ... | lycap.com |
Mentions in press and media 7
| Date | Title | Description | Source |
| 14.02.2024 | Allworth Financial Announces New Partnership, Adds $300M in ... | 16th California office is Allworth’s 41st nationwide Folsom, California, Feb. 14, 2024 (GLOBE NEWSWI... | einpresswi... |
| 01.09.2021 | Allworth Financial Announces $385 Million Partnership with N... | Bel Air, MD., September 1, 2021 – Allworth Financial, the 4th fastest growing RIA in America , has ... | lycap.com/... |
| 27.10.2020 | Allworth Financial Announces the Acquisition of Pathways Fin... | SACRAMENTO, Calif. – Allworth Financial (“Allworth”) has entered into a definitive agreement to acqu... | parthenonc... |
| 20.10.2020 | Parthenon Capital Agrees to Sell its Stake in Allworth Finan... | SACRAMENTO, CA and SAN FRANCISCO, CA – Parthenon Capital (“Parthenon”), a leading growth-oriented pr... | parthenonc... |
| 01.04.2020 | Allworth Financial Announces the Acquisition of Houston Asse... | SACRAMENTO, Calif. – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, has... | parthenonc... |
| 29.10.2019 | Allworth Financial Announces Acquisition of RAA | SACRAMENTO, CA and DALLAS, TX – Allworth Financial (“Allworth”), formerly known as Hanson McClain Ad... | parthenonc... |
| 09.05.2019 | Allworth Financial Announces Acquisition of Blueprint Financ... | SACRAMENTO, Calif., – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, ha... | parthenonc... |