Allworth Financial, LP
Allworth Financial, LP (CRD# 111167) is a financial advisory firm headquartered in Folsom, CA. They manage $19,313,695,523 in 66,085 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management19,314MILLION
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Total Number of Accounts66,085ACCOUNTS
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Average Account Value$292,255
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
William Schratz (CRD# 7061286) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.
Alexander Scott (CRD# 4442359) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 17 years of experience in the finance industry.
John Selzer (CRD# 1490797) is an Investment Advisor Representative working at Allworth Financial, LP in Glenview, IL and has over 32 years of experience in the finance industry.
Andrew Shafer (CRD# 3199300) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 24 years of experience in the finance industry.
James Smalling (CRD# 5981078) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 12 years of experience in the finance industry.
Robert Sponseller (CRD# 2176946) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has over 32 years of experience in the finance industry.
William Stevens (CRD# 4637184) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has over 23 years of experience in the finance industry.
Andrew Stout (CRD# 5225522) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.
Allegra Swan (CRD# 5910316) is an Investment Advisor Representative working at Allworth Financial, LP in Los Gatos, CA and has over 11 years of experience in the finance industry.
Michael Williams (CRD# 6217868) is an Investment Advisor Representative working at Allworth Financial, LP in Sacramento, CA and has 1 year of experience in the finance industry.