Allworth Financial Profile - Alaris Acquisitions

Allworth Financial

Folsom, CA

Website:

https://allworthfinancial.com/

111167

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Folsom, CA

Website:

https://allworthfinancial.com/

Leadership Interview

Company Details

Approximate AUM

$40,500,000,000

Fee model

Hybrid Legacy

Number of employees

600

Custodians

Fidelity - IWS

Schwab

National Advisors Trust Company

Description

Founded 30 years ago, Allworth began with a radio show to offer an alternative to the sales-driven advisory model. From this humble start, it has evolved into a dynamic marketing force driving substantial growth. Allworth remains committed to a fee-based model, always prioritizing client needs. This approach, free from self-interest and distractions, ensures that Allworth's success is directly tied to client prosperity, providing individuals with not just financial advice but a lifelong financial ally.

Locations

755 Main St, Half Moon Bay, CA 94019

131-A Stony Circle, Building 500, Santa Rosa, CA 95401

700 Larkspur Landing Circle, Suite 165, Larkspur, CA 94939

2105 S. Bascom Ave., Suite 255, Campbell, CA 95008

1331 N California Blvd, Suite 350, Walnut Creek, CA 94596

434 Redcliff Drive, Suite A, Redding, CA 96002

601 University Ave, Suite 250, Sacramento, CA 95825

463 Century Park Drive, Yuba City, CA 95991

116 Henshaw Avenue, Chico, CA 95973

2999 Douglas Blvd, Suite 250, Roseville, CA 95661

985 Sun City Lane, Suite 106, Lincoln, CA 95648

340 Palladio Pkwy, Ste 501, Folsom, CA 95630

6600 SW 92nd Avenue, Suite 260, Portland, OR 97223

1111 Main Street, Suite 700, Vancouver, WA 98660

2305 Historic Decatur Road, Suite 100, San Diego, CA 92106

9706 4th Avenue NE, Suite 315, Seattle, WA 98115

8945 W. Russell Road, Suite 205, Las Vegas, NV 89148

1212 North Washington Street, Suite 320, Spokane, WA 99201

3430 E Sunrise Drive, Suite 220, Tucson, AZ 85718

11240 N Tatum Blvd, Suite 110, Phoenix, AZ 85028

7601 Jefferson Street NE, Suite 360, Albuquerque, NM 87109

1800 W Loop S, Suite 1980, Houston, TX 77027

600 Market Street, Suite 684, Lynnfield, MA 01940

220 Norwood Park S, Suite 101, Norwood, MA 02062

8055 East Tufts Avenue, Suite 1310, Denver, CO 80237

800 South Street, Suite 350, Waltham, MA 02453

15725 Dallas Pkwy, Suite 600, Addison, TX 75001

515 S Carroll Boulevard, Denton, TX 76201

2410 State Highway 34, Manasquan, NJ 08736

3917 University Drive, Suite 200, Durham, NC 27707

2015 Emmorton Rd, Suite 101, Bel Air, MD 21015

6701 Democracy Boulevard, Bethesda, MD 20817

2950 Cherokee St NW, Suite 700, Kennesaw, GA 30144

20 Wildbriar Road, Suite E, Rochester, NY 14623

202 Main Street, Dansville, NY 14437

3705 Clinton Parkway, Suite 200, Lawrence, KS 66047

3065 William Street, Suite 107, Cape Girardeau, MO 63703

500 Market St, Suite 200, Fulton, MO 65251

9987 Carver Road, Suite 100, Cincinnati - Blue Ash, OH 45242

3 Cityplace Drive, Suite 290, St. Louis, MO 63141

8801 River Crossing Blvd, Suite 100, Indianapolis, IN 46240

4320 44th Street SW, Suite 102, Grandville, MI 49418

2610 Lake Cook Road, Suite 250, Riverwoods, IL 60015

Services Offered

Estate Planning

Tax Preparation

Insurance

Qualified / Non Qualified Plans

Corporate Trustee Services

Financial Planning

Portfolio Management

Retirement / Income Planning

Family Office Services

Tax Planning

Executive Compensation Planning

Exit Planning / Investment Banking Services

Recent News

Allworth Financial doubling office space in Dallas; co-founder says there are no plans to move headquarters

Allworth Financial LP, started 31 years ago in Sacramento, is expanding its office space in more business-friendly Dallas rather than at its headquarters in Folsom.

Allworth Acquires $1.1B New Jersey RIA

Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide.

Business Spotlight: Allworth Financial prides itself on a client-centric approach

From the time it was founded more than 30 years ago to its recent honor in this newspaper’s 2024 Best of North Coast, Allworth Financial has been true to its client-centric model of building relationships and using its unique approach to help clients meet their financial goals.

How Scott Hanson Grew Allworth Financial From $10M Into a $15B RIA

Hanson describes his evolution as a leader and the steps he took to ensure success.

Allworth gets its man in John Bunch, who takes over as CEO 'with bases loaded and nobody out' but faces a high bar

Co-founders Scott Hanson and Pat McClain of the $18-billion RIA got the former TD Ameritrade retail chief on his way home from a stint in the UK

Allworth acquires $1.1B RIA; Robertson Stephens acquires CAFG Private Wealth; Cetera announces deal with Concourse Financial Group Securities.

Allworth Pens First Two Deals of 2024, Adding $621M

Allworth has acquired Tridea Advisors, a local RIA with $341 million in assets, and Capital Point Financial Group, a Glenview, Ill.- and Sarasota, Fla.-based firm with $280 million in assets.

Allworth Financial Expands East Coast Presence, Partners with George McKelvey Company

The New Jersey-based firm expands Allworth’s presence in the Northeast

$18bn Allworth taps former Edelman exec John Bunch as CEO

Bunch is also known for leading $9.8bn RIA The Mutual Fund Store.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management