ALLWORTH FINANCIAL
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
ALLWORTH FINANCIAL
Industry:
Education Financial Services
Founded:
1996-01-01
Address:
Sacramento, California, United States
Country:
United States
Website Url:
http://www.hansonmcclain.com
Total Employee:
51+
Status:
Active
Contact:
(916) 483-9661
Technology used in webpage:
SPF Domain Not Resolving Amazon DMARC Microsoft Exchange Online Office 365 Mail Cloudflare Hosting Cloudflare CDN Cloudflare Facebook Sharer
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Current Employees Featured
Scott Hanson Co-Founder, CEO and Senior Partner @ Allworth Financial
Co-Founder, CEO and Senior Partner
1993-01-01
Pete Engelken Chief Operating Officer @ Allworth Financial
Chief Operating Officer
2013-06-01
Pat McClain Co-Founder, CEO and Senior Partner @ Allworth Financial
Co-Founder, CEO and Senior Partner
1993-01-01
Andrew Stout Chief Investment Officer @ Allworth Financial
Chief Investment Officer
2019-03-01
Gary Grigsby President, CCO AWS @ Allworth Financial
President, CCO AWS
2021-05-01
Adi Garg CTO, Strategist @ Allworth Financial
CTO, Strategist
2017-09-01
Chris Oddy Chief Financial Officer @ Allworth Financial
Chief Financial Officer
2018-01-01
Corey Gamble Chief Compliance Officer @ Allworth Financial
Chief Compliance Officer
2012-03-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2023-01-10 | Redrock Financial & Insurance Services | Redrock Financial & Insurance Services acquired by Allworth Financial | N/A |
| 2022-08-24 | Muchler Financial Services | Muchler Financial Services acquired by Allworth Financial | N/A |
| 2022-08-24 | Second Opinion Partners | Second Opinion Partners acquired by Allworth Financial | N/A |
| 2022-06-08 | Chetwood Wealth Management | Chetwood Wealth Management acquired by Allworth Financial | N/A |
| 2022-06-08 | UAS Wealth Advisors | UAS Wealth Advisors acquired by Allworth Financial | N/A |
| 2022-03-24 | Horseman Group | Horseman Group acquired by Allworth Financial | N/A |
| 2022-02-09 | Johanson Financial Advisors | Johanson Financial Advisors acquired by Allworth Financial | 480 M USD |
| 2021-11-10 | RG Capital Management | RG Capital Management acquired by Allworth Financial | N/A |
| 2021-09-02 | Novak Financial | Novak Financial acquired by Allworth Financial | N/A |
| 2021-07-14 | Giordano Wealth Management Group | Giordano Wealth Management Group acquired by Allworth Financial | N/A |
Investors List
Parthenon Capital Partners
Parthenon Capital Partners investment in Private Equity Round - Allworth Financial
Key Employee Changes
| Date | New article |
|---|---|
| 2023-10-12 | Allworth Financial names new CEO |
Official Site Inspections
http://www.hansonmcclain.com
- Host name: 40.118.246.51
- IP address: 40.118.246.51
- Location: San Jose United States
- Latitude: 37.3388
- Longitude: -121.8914
- Metro Code: 807
- Timezone: America/Los_Angeles
- Postal: 95141
More informations about "Allworth Financial"
Hanson McClain Announces Name Change to Reflect Changing …
Feb 6, 2019 Scott Hanson and Pat McClain will continue their role as co-CEOs of Allworth Financial as the organization continues its expansion into other markets around the United …See details»
About Allworth Financial - Allworth Partners
In 2018, Hanson McClain announced their first merger, with the $780M Cincinnati RIA firm, Simply Money. The combined organization would then serve more than 6,300 clients and manage an estimated $3.3 billion in assets. In early 2019, …See details»
Allworth Financial | Complete & Customized Financial Planning
Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial …See details»
Blueprint Financial - Allworth Financial
You’re probably familiar with Sacramento-based Hanson McClain Advisors (recently renamed Allworth Financial). We’ve been affiliated with them as a member of the Hanson McClain …See details»
Our Fiduciary Financial Advisors - Allworth Financial
Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial …See details»
Allworth Financial - Crunchbase Company Profile & Funding
Contact Email social@hansonmcclain.com Phone Number (916) 483-9661 Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, …See details»
Allworth’s Hanson, McClain stepping down as co-CEOs
Aug 2, 2023 Scott Hanson and Pat McClain, who started an advisory firm in 1993 that has grown into $18 billion Allworth Financial, announced Wednesday they are stepping down from their …See details»
Allworth Financial - Crunchbase Company Profile & Funding
Organization. Allworth Financial . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. ... Contact Email …See details»
Hanson and McClain to step aside as Allworth co-CEOs …
Aug 2, 2023 Parthenon also helped establish the firm’s current branding. In 2019, the company retired the Hanson McClain name to become Allworth Financial. Parthenon exited in 2020, selling its controlling stake to private …See details»
Talk to Scott and Pat on Air - Allworth Financial
Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial …See details»
Hanson McClain Advisors Announces Agreement to Merge with …
Jan 4, 2018 As a result of the partnership between Hanson McClain and Simply Money, the combined organization will be serving more than 6,200 clients and managing an estimated …See details»
Hanson McClain Advisors Announces Agreement to ... - Allworth …
SACRAMENTO, Calif., Feb. 1, 2019 – 26-year old Hanson McClain Advisors (“Hanson McClain”) has announced it has acquired HBP Retirement Group (“HBP”).The acquisition continues …See details»
Hanson McClain Advisors Announces Agreement to Merge with …
As a result of the partnership between Hanson McClain and Simply Money the combined organization will be serving more than 6,200 clients and managing an estimated $3.3 billion in …See details»
Allworth Financial Announces Acquisition of RAA
Oct 29, 2019 SACRAMENTO, CA and DALLAS, TX, October 29, 2019 – Allworth Financial (“Allworth”), formerly known as Hanson McClain Advisors, has acquired RAA, one of the …See details»
Parthenon Capital Partners and Hanson McClain Advisors Finalize ...
Hanson McClain Advisors (www.HansonMcClain.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) …See details»
Hanson McClain Advisors Announces Agreement to ... - Allworth …
Jan 4, 2018 As a result of the partnership between Hanson McClain and Simply Money the combined organization will be serving more than 6,300 clients and managing an estimated …See details»
Podcasts From Allworth Financial
Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial …See details»
Hanson McClain Advisors Announces the Addition of Tax and CPA …
SACRAMENTO, Calif., Nov. 5, 2018 – Hanson McClain Advisors, a leading financial planning investment advisory firm, is adding tax and CPA services to its retirement planning offerings, …See details»
Client Login - Allworth Financial
Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 6 2021 Value …See details»
Pat and Scott Call Back Unsuspecting IRS Scammers
Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial …See details»