Allworth Financial is a fee-based, fiduciary advisory firm founded in 1993, now managing over $39 billion in assets for more than 31,000 clients. Headquartered in Sacramento, California, the firm operates through multiple branch offices across the nation. It is recognized for its employee-centric culture, having received the Circle of Excellence award from the National Business Research Institute for both employee and client satisfaction.
The firm's technology supports a comprehensive suite of wealth management services. These include financial planning, investment management, 401(k) plan administration, tax and estate planning, and insurance services, all delivered by on-staff experts. The company reports a 97% client loyalty rate.
As a high-growth firm backed by private equity, Allworth Financial's technology infrastructure is central to scaling its operations and maintaining service quality for its expanding client base. The firm's fiduciary model requires systems that ensure transparent, client-aligned financial advice.
