Allworth Financial’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses. Read more

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Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses. Read more

Pat McClain's photo - Co-CEO of Allworth Financial

Co-CEO

Pat McClain

CEO Approval Rating

100/100

Founded:

1993

Status:

TOP COMPETITORS OR ALTERNATIVES

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Mercer Advisors is perceived as one of Allworth Financial's biggest rivals. Mercer Advisors is headquartered in Denver, Colorado, and was founded in 1985. Like Allworth Financial, Mercer Advisors also operates in the Diversified Financial Services industry. Mercer Advisors generates 168% the revenue of Allworth Financial.

Aspiriant is one of Allworth Financial's top competitors. Aspiriant is a Private company that was founded in 2008 in Los Angeles, California. Aspiriant operates in the Investment Management & Fund Operators industry. Compared to Allworth Financial, Aspiriant has 30 fewer employees.

Brighton Jones has been one of Allworth Financial's top competitors. Brighton Jones was founded in 1999 in Seattle, Washington. Like Allworth Financial, Brighton Jones also works within the Diversified Financial Services industry. Brighton Jones generates $48.7M less revenue than Allworth Financial.

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Is Republic Wealth Advisors a competitor of Allworth Financial?

Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Pathways Financial Partners

Oct 2020

Source »
undisclosed
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-

-

May 2020

Source »
undisclosed
-
Houston Asset Management Inc.

Apr 2020

Source »
undisclosed
Houston Asset Management is a provider of financial planning and investment management solutions for businesses.
Retirement Advisors of America

Oct 2019

Source »
undisclosed
Raa is a provider of financial planning, investment management and tax services to businesses.
Siena Wealth Management

Aug 2019

Source »
undisclosed
Siena Wealth Management is a provider of investment advisory services to businesses.

These are all the companies that Allworth Financial has acquired. Allworth Financial has acquired 5 companies and its latest acquisition was Pathways Financial Partners in Oct 2020.

Allworth Financial Funding History

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Private Equity Round
Jul 2017
--

Parthenon Capital Partners

Since Allworth Financial was founded in 1993, it has participated in 1 round of funding. In total Allworth Financial has raised $0. Allworth Financial's funding round was on Jul 2017 for a total of $0

Investments

No recent investments found related to Allworth Financial

These are all the companies that Allworth Financial has invested in. Allworth Financial has invested 5 companies and its latest investment was Pathways Financial Partners in Oct 2020.

Allworth Financial News

October 21, 2020The Business Journals: New York

Lightyear Capital to buy wealth management firm Allworth Financial from Parthenon

Allworth will become the fifth investment in wealth management by Lightyear's affiliated investment f... See more »
October 19, 2020The Business Journals: Sacramento

Pension fund buying controlling interest in fast-growing Allworth Financial

A Canadian teachers' pension fund and a New York investment firm are buying a controlling interest in... See more »
May 27, 2020The Business Journals: Sacramento

Allworth Financial completes 9th acquisition

Sacramento-based Allworth Financial has acquired its third retirement planning company this year, wit... See more »
May 26, 2020The Business Journals: Cincinnati Business Courier

California-based money manager acquires second Cincinnati firm

A Cincinnati investment advisory has been acquired by a national firm that expanded into the Queen Ci... See more »
April 19, 2020Zolmax News

Allworth Financial LP Buys New Position in Fidelity Value Factor ETF (NYSEARCA:FVAL)

Allworth Financial LP bought a new stake in shares of Fidelity Value Factor ETF (NYSEARCA:FVAL) in th... See more »
April 2, 2020The Business Journals: Houston

California co. acquires Houston investment advisory firm, reaches $8B in assets under management

A fast-growing firm in Sacramento, California, has completed its eighth acquisition, a Houston-based ... See more »
April 1, 2020The Business Journals: Sacramento

Allworth Financial reaches $8 billion in assets with Houston acquisition

Fast-growing Allworth Financial has completed its eighth acquisition, a Houston-based investment advi... See more »

Allworth Financial Press Releases

Allworth Financial Videos

August 13, 2020Allworth Financial Youtube Channel

"Money Matters 7/25/20" on YOUTUBE

July 20, 2020Allworth Financial Youtube Channel

"Money Matters 6/20/20" on YOUTUBE

June 1, 2020Allworth Financial Youtube Channel

"Money Matters 5/30/20" on YOUTUBE

April 15, 2020Allworth Financial Youtube Channel

"Money Matters Brief - Economy" on YOUTUBE

March 31, 2020Allworth Financial Youtube Channel

"Money Matters Brief - CARES Act" on YOUTUBE

Social Media

Headquarters

8775 Folsom Blvd Suite 100

Sacramento, California95826

916-482-2196

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Summary

ABOUT

Overview

Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses. Allworth Financial was founded in 1993. Allworth Financial's headquarters is located in Sacramento, ...

CEO

Allworth Financial's Co-CEO, Pat McClain, currently has an approval rating of 100%. Allworth Financial's primary competitors are Mercer Advisors, Aspiriant & Brighton Jones.

Website

allworthfinancial.com

Frequently Asked Questions about Allworth Financial

  1. When was Allworth Financial founded?

    Allworth Financial was founded in 1993
  2. Who is Allworth Financial's CEO?

    Allworth Financial's CEO is Pat McClain
  3. How much revenue does Allworth Financial generate?

    Allworth Financial generates $55M in revenue
  4. How much funding does Allworth Financial have?

    Allworth Financial has historically raised $0 in funding
  1. Where is Allworth Financial's headquarters?

    Allworth Financial's headquarters is in Sacramento California, USA
  2. How many employees does Allworth Financial have?

    Allworth Financial has 230 employees
  3. What sector does Allworth Financial operate in?

    Allworth Financial is in Diversified Financial Services, Asset & Investment Management
  4. Who are Allworth Financial's competitors?

    Allworth Financial's top competitors are Mercer Advisors, Aspiriant, Brighton Jones