ALLWORTH FINANCIAL

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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.

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ALLWORTH FINANCIAL

Social Links:

Industry:
Education Financial Services

Founded:
1996-01-01

Address:
Sacramento, California, United States

Country:
United States

Website Url:
http://www.hansonmcclain.com

Total Employee:
51+

Status:
Active

Contact:
(916) 483-9661

Email Addresses:
[email protected]

Total Funding:
0

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Current Employees Featured

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Scott Hanson
Scott Hanson Co-Founder, CEO and Senior Partner @ Allworth Financial
Co-Founder, CEO and Senior Partner
1993-01-01

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Pete Engelken
Pete Engelken Chief Operating Officer @ Allworth Financial
Chief Operating Officer
2013-06-01

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Pat McClain
Pat McClain Co-Founder, CEO and Senior Partner @ Allworth Financial
Co-Founder, CEO and Senior Partner
1993-01-01

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Andrew Stout
Andrew Stout Chief Investment Officer @ Allworth Financial
Chief Investment Officer
2019-03-01

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Gary Grigsby
Gary Grigsby President, CCO AWS @ Allworth Financial
President, CCO AWS
2021-05-01

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Adi Garg
Adi Garg CTO, Strategist @ Allworth Financial
CTO, Strategist
2017-09-01

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Chris Oddy
Chris Oddy Chief Financial Officer @ Allworth Financial
Chief Financial Officer
2018-01-01

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Corey Gamble
Corey Gamble Chief Compliance Officer @ Allworth Financial
Chief Compliance Officer
2012-03-01

Founder


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Pat McClain

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Scott Hanson

Acquisitions List

Date Company Article Price
2022-08-24 Second Opinion Partners Second Opinion Partners acquired by Allworth Financial N/A
2022-08-24 Muchler Financial Services Muchler Financial Services acquired by Allworth Financial N/A
2022-06-08 UAS Wealth Advisors UAS Wealth Advisors acquired by Allworth Financial N/A
2022-06-08 Chetwood Wealth Management Chetwood Wealth Management acquired by Allworth Financial N/A
2022-03-24 Horseman Group Horseman Group acquired by Allworth Financial N/A
2022-02-09 Johanson Financial Advisors Johanson Financial Advisors acquired by Allworth Financial 480 M USD
2021-11-10 RG Capital Management RG Capital Management acquired by Allworth Financial N/A
2021-09-02 Novak Financial Planning Novak Financial Planning acquired by Allworth Financial N/A
2021-07-14 Giordano Wealth Management Group Giordano Wealth Management Group acquired by Allworth Financial N/A
2021-04-13 Shone Wealth Management Shone Wealth Management acquired by Allworth Financial 340 M USD

Investors List

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Parthenon Capital Partners

Parthenon Capital Partners investment in Private Equity Round - Allworth Financial

Official Site Inspections

http://www.hansonmcclain.com

  • Host name: 40.118.246.51
  • IP address: 40.118.246.51
  • Location: San Jose United States
  • Latitude: 37.3388
  • Longitude: -121.8914
  • Metro Code: 807
  • Timezone: America/Los_Angeles
  • Postal: 95141

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