Allworth Financial, L.P.
Folsom, California
5.0
3 Reviews
Allworth Financial, L.P. is a leading regional investment advisory firm based out of Folsom, CA. With over 14,540 individual clients and a staggering $14,880,815,000 in assets under management, the firm has established itself as a trusted partner for investors seeking expert financial guidance. Operating through 27 offices, Allworth Financial has a strong presence in the industry, serving a diverse client base. With a specialization in managing employer 401Ks and individual portfolios, Allworth Financial possesses extensive experience in this space. In fact, approximately half of their assets under management are derived from the...
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Assets Under Mgmt

$14.88B

Investment Professionals

133

Locations

26

% 401K & Individual

35%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.