Overview

Allworth Financial (formerly Hanson McClain Advisors) is an $13B RIA with more than 13,000 clients located nationwide. We specialize in helping people plan for and transition into retirement by taking an education-based fiduciary mindset to financial planning. We are private equity backed by Lightyear Capital and the Ontario Teachers’ Pension Plan. We are looking for fiduciary-minded professional advisory firms to partner with. Our current offices are located in Sacramento, San Francisco Bay Area, Seattle, Denver, Cincinnati, Dallas, Houston, Atlanta, Tucson and Grand Rapids, Michigan.

We pride ourselves on doing things right and we're glad others have noticed. In addition to other recognition, in 2020 Investment News named us as a best place to work for Financial Advisors and the Sacramento Business Journal recently named us the #1 place to work. Our Money Matters radio show is celebrating its 26th year of providing timely financial advice to callers and has been recognized as one of the longest-running financial radio programs in the country. Our advisors appreciate the opportunity to focus all of their time helping clients with financial planning and investment management needs while the team-oriented firm handles all business development, client care, centralized asset management, account rebalancing and trading, technology and compliance. Client satisfaction is very high with an 86 Net Promoter Score (industry ave = 50 NPS) and a 98% retention rate.

We help advisors with succession, growth and creating the time and freedom to focus on what you want to focus on. Our growth creates growing incomes for advisors and career paths for employees. If you're looking to partner with an industry-leading and nationally-expanding RIA that cares deeply for its professionals and clients, please contact us to schedule an introduction.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

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