Allworth Financial, L.P.
● SEC registered since 2007CRD 111167SEC# 801-68255Folsom, CA
Reg. AUM
$33.55B
Employees
493
Accounts
75,126
Location
Folsom, CA
Allworth Financial, L.P. assets under management
Allworth Financial, L.P. is a registered investment adviser overseen by the SEC based in Folsom, CA. The firm has been registered since 2007. It reports $33.6 billion in regulatory assets under management and employs 493 people.
Allworth Financial, L.P. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allworth Financial Group, L.P. Control | Partner | Over 75% | 2017 |
| Andrew Roy Stout Control | Chief Investment Officer | Under 5% | 2019 |
| Barry Yale Greenberg Control | Chief Legal Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Allworth Financial, L.P. manage?
Allworth Financial, L.P. reports $33.6 billion in regulatory assets under management on its Form ADV.
How many employees does Allworth Financial, L.P. have?
Allworth Financial, L.P. reports 493 employees.
Where is Allworth Financial, L.P. located?
Allworth Financial, L.P. is based in Folsom, CA and has been SEC-registered since 2007.
Does Allworth Financial, L.P. disclose fund performance?
Allworth Financial, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 340 Palladio Pkwy., Suite 501, Folsom, CA 95630 |
| Phone | 916-482-2196 |
| Fax | 916-483-9661 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$33.55B▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$33.55Bregulatory AUM
Discretionary $33.06BNon-discretionary $489.4M