Allworth Financial
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 201-500 Employees

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Overview

Headquarters

8775 Folsom Blvd Ste 100, Sacramento, Ca...

Phone Number

(916) 482-2196

Revenue

$71.6 Million

Industry

Finance Securities Trading
ZI Rank: 7
Signal Type
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ZI Rank
5
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7
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7

About Allworth Financial

With its direct and educational approach to advising, award-winning Allworth Financial is a full-service independent investment financial advisory firm that specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. Allworth delivers long and short-term investment planning solutions and guidance to help clients achieve their goals and plan strategically for retirement.Explore more
Allworth Financial's Social MediaPopular SearchesAllworth FinancialAllworth Financial LPHanson McClain Retirement Network LLCHanson Mcclain IncHanson McClain AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Allworth Financial Org Chart

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Chief Executive Officer

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Peter Engelken, Chief Operating Officer at Allworth Financial
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Chief Operating Officer

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President

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Jeffrey Green, Chief People Officer at Allworth Financial
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Chief People Officer

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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allworth Financial

$71.6M
201-500
Private
-
1994
$51.2M
201-500
Private
-
-
JN
Joan NagelPlanning Executive Director, Financial
$30.1M
51-200
Private
-
2001
Scott Cross, Principal, Chief Operating Officer at HBKS Wealth Advisors
Scott CrossPrincipal, Chief Operating Officer
$15.9M
51-200
Private
<$5M
2001
PG
Paul GehrkeDeputy General Counsel
$12.2M
201-500
Private
-
2003
JB
Joy BargerManager, Client Services
$7.7M
51-200
Private
-
1999
Louis Van Zijl, President & Chief Operating Officer at GuidedChoice
Louis Van ZijlPresident & Chief Operating Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Allworth Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Allworth Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Allworth Financial.

Allworth Financial Tech Stack

A closer look at the technologies used by Allworth Financial

Most Recent Scoops

Hiring Plans
Allworth Financial has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Lacerte.
Hiring Plans
Event
Person-Based
Events, Business Finance, Finance, Podcast
Event
Person-Based
Event
Person-Based
Events, Consumer Finance, Finance, Podcast
Event
Person-Based
Events, Financial Planning, Artificial Intelligence, Business Finance, Finance, Risk, Tax, Podcast
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Allworth Financial News & Media

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Frequently Asked Questions Regarding Allworth Financial

What is Allworth Financial's official website?
Allworth Financial's official website is www.allworthfinancial.com
What is Allworth Financial's Revenue?
Allworth Financial's revenue is $71.6 Million
What is Allworth Financial's SIC code?
Allworth Financial's SIC: 62,628
What is Allworth Financial's NAICS code?
Allworth Financial's NAICS: 52,523
How many employees does Allworth Financial have?
Allworth Financial has 201-500 employees
What industry does Allworth Financial belong to?
Allworth Financial is in the industry of: Finance, Securities Trading
What is Allworth Financial competition?
Allworth Financial top competitors include: Shepherd Kaplan, GuidedChoice, HBKS Wealth Advisors, Redhawk Wealth Advisors
What companies has Allworth Financial acquired?
Allworth Financial has acquired the companies: Redrock Wealth Management, Houston Asset Management, Second Opinion Partners, Blueprint Financial
What technology does Allworth Financial use?
Some of the popular technologies that Allworth Financial uses are: ClickCease, DocuSign, PHP, Cloudflare Website Optimization
How do I contact Allworth Financial?
Allworth Financial contact info: Phone number: (916) 482-2196 Website: www.allworthfinancial.com
What does Allworth Financial do?

With its direct and educational approach to advising, award-winning Allworth Financial is a full-service independent investment financial advisory firm that specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. Allworth delivers long and short-term investment planning solutions... and guidance to help clients achieve their goals and plan strategically for retirement.Read More

What are Allworth Financial social media links?
Allworth Financial Linkedin page Allworth Financial Twitter page Allworth Financial Facebook page
Is Allworth Financial a public company?
Allworth Financial is private company therefore does not currently have an official ticker symbol
See more information about Allworth Financial

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