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| Keyboard |
| Allworth Financial LP
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|---|---|
| CRD # | 111167 |
| SEC # | 801-68255 |
| CIK # | 0001555170 |
| AUM | 33.55 B (2026-03-20) |
| Employees | 493 (33% Investors, 29% Brokers) |
| Phone | 916-482-2196 |
| Address | 340 Palladio Pkwy Folsom, CA 95630 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Global MOFY Metaverse Ltd | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Broadcom Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19,503 | 7.0 |
| (b) Individuals (high net worth individuals) | 9,283 | 25.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 259 | 0.8 |
| (h) Charitable organizations | 107 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 143 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 75,126 | 33.6 |
| By Discretionary | ||
| Discretionary | 73,370 | 33.1 |
| Non-Discretionary | 1,756 | 0.5 |
| Total | 75,126 | 33.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.6 | |
| Total | 75,126 | 33.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001555170] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Voya Investment Management LLC
✚
|
GA | 38.77 B |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 37.93 B |
|
SageView Advisory Group LLC
✚
|
CA | 37.50 B |
|
Focus Partners Advisor Solutions LLC
✚
|
MO | 36.41 B |
|
Sanctuary Advisors LLC
✚
|
FL | 34.88 B |
|
Eagle Strategies LLC
✚
|
NY | 32.04 B |
|
Goldman Sachs Wealth Services LP
✚
|
NY | 31.69 B |
|
&Partners
✚
|
TN | 30.27 B |
|
Advanced Capital Group Inc
✚
|
MN | 29.99 B |
|
Addenda Capital Inc
✚
|
29.02 B |