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| Happy Holidays!! thanks for using AUM13F!! |
| Allworth Financial LP
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| CRD # | 111167 |
| SEC # | 801-68255 |
| CIK # | 0001555170 |
| AUM | $25.1 B (2025-07-01) |
| Employees | 466 (32% Investors, 30% Brokers) |
| Phone | 916-482-2196 |
| Address | 340 Palladio Pkwy Folsom, CA 95630 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001555170 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Global MOFY Metaverse Ltd | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,776 | 6.6 |
| (b) Individuals (high net worth individuals) | 7,242 | 17.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 130 | 0.6 |
| (h) Charitable organizations | 72 | 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 | 105 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 64,930 | 25.1 |
| By Discretionary | ||
| Discretionary | 64,583 | 24.8 |
| Non-Discretionary | 347 | 0.3 |
| Total | 64,930 | 25.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.1 | |
| Total | 64,930 | 25.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001555170] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sanctuary Advisors LLC
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|
IN | 27.7 |
|
Newedge Advisors LLC
✚
|
LA | 27.4 |
|
Addenda Capital Inc
✚
|
26.2 | |
|
Capital Advisors Group Inc
✚
|
MA | 26.0 |
|
Goldman Sachs Wealth Services LP
✚
|
NY | 26.0 |
|
Eagle Strategies LLC
✚
|
NY | 25.4 |
|
Clearstead Advisors LLC
✚
|
OH | 24.3 |
|
Wellth Advisory Services LLC
✚
|
23.6 | |
|
The Baldwin Group Wealth Advisors LLC
✚
|
FL | 21.0 |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 20.7 |