Allworth Financial, L.P.
Folsom, CA·SEC-registered · CRD #111167
Allworth Financial, L.P. is an SEC-registered investment advisory firm in Folsom, CA managing $34B across 77k client accounts, with 165 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$34B
Client accounts
77k
Advisory staff
165
Fee model
Fee-based
How Allworth Financial, L.P. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Allworth Financial, L.P.
How much does Allworth Financial, L.P. manage?
Per its most recent SEC Form ADV filing (03/20/2026), Allworth Financial, L.P. reports $34B in regulatory assets under management across roughly 77k client accounts.
How does Allworth Financial, L.P. charge?
Allworth Financial, L.P. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Allworth Financial, L.P. a fiduciary?
Yes. Allworth Financial, L.P. is registered with the U.S. Securities and Exchange Commission (CRD #111167), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Allworth Financial, L.P. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Allworth Financial, L.P. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Folsom, CA
Profile compiled from Allworth Financial, L.P.'s public SEC Form ADV filing (CRD #111167, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Allworth Financial, L.P.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Allworth Financial, L.P.? Claim this profile.