Allworth Financial, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Folsom, CA. Its latest Form ADV filing, dated March 20, 2026, reports $33.6B in regulatory assets under management, 493 employees, 35 offices, and 75,126 accounts.
Assets Under Management
$33.6B
Employees
493
Offices
35 offices
Total Clients
29,297
Primary office
FOLSOM, CA
340 PALLADIO PKWY., SUITE 501, FOLSOM, CA, United States
Top client segmentIndividuals represent 66.6% of total clients.
Top client categories% of clientsClients
1
Individuals
66.6%
19,503
2
HNWI
31.7%
9,283
3
Pension Plans
0.9%
259
4
Corporations
0.5%
143
5
Charitable
0.4%
107
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33.6Bas of March 20, 2026
Discretionary98.5%
$33.1B
99% of total RAUM98.5%
Non-discretionary1.5%
$489M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$33.6B
Total Accounts75,126
10Y AUM Change+$31.5B (+1515.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees493
Clients per Employee59:1
10Y Employee Change+423 (+604.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.