30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
9th in AUM Growth
RIA Channel7
Best Places to Work
InvestmentNews5
Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
9th in AUM Growth
RIA Channel7
Best Places to Work
InvestmentNews5
Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
97% of Clients Stay With Us2
27,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$26 Billion AUM4
Best in Class Ethics
NBRI9
97% of Clients Stay With Us2
27,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$26 Billion AUM4
Best in Class Ethics
NBRI9
97% of Clients Stay With Us2
27,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$26 Billion AUM4
Best in Class Ethics
NBRI9
Get to Know Us
Allworth was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
We believe you and your money deserve better.
Today, with unparalleled access to financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning, investment, tax, estate, insurance, and more —all under one roof, and directed by your personal advisor.
Because when financial guidance comes with a commitment to put your needs first— and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
Why People Work With Us
New Webinar
Top Investment Moves for High-Net-Worth Planning
Join our financial planning expert, Allison Scoggin, for our latest webinar, where she covers many of the advanced planning tactics we use with high-net-worth couples like you to reduce market risks, generate and replace retirement income, and introduce money saving tax efficiencies. These tactics have helped countless others find financial security in retirement. What can they do for you?
It’s a high-net-worth client case study worth watching. Secure your spot today!
How Can We Help You?
Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
Social Security
Social Security advice to help you receive the maximum benefit amount and blend your other income to lower your tax burden.
Income Planning
Create a comprehensive income plan that enables you to comfortably live off the interest of your investments.
Latest Podcast
January 11, 2025 - 2025 stock myths, tax hacks, crash fears, and retirement strategies.
On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding the pitfalls of short-term market predictions.
Join the Money Matters Podcast
Participate in the show! Ask Allworth CEOs Scott Hanson and Pat McClain your financial questions live on-air.
Latest Insights
Should you be using a Donor-Advised Fund for charitable giving?
A charitable giving strategy worth exploring for high-net-worth individuals? The donor-advised fund (DAF), a philanthropic tool that offers flexibility and significant tax benefits.
Alternative Investments: The Need-to-Knows
Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.
How underspending (yes, underspending) can ruin retirement
Allworth co-founder Scott Hanson tackles a problem that you wouldn’t think would be an issue: Not spending enough money in retirement.
2025 Contribution Limits and Deadlines: What’s Changed and What You Need to Know
Allworth financial advisor Lynda Tu outlines the updated 2025 contribution limits for retirement and savings accounts, helping you take advantage of new opportunities to save more and reduce taxes.
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