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Allworth Financial

2 known investors

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Allworth Financial is a fee-based fiduciary wealth management and financial advisory firm serving investors seeking personalized, comprehensive financial guidance. The company manages approximately $39 billion in assets and operates as a registered investment advisor (RIA) across multiple offices in the United States.

Enterprise SoftwareFintech

Founders & leadership

SHScott Hanson
Scott HansonCo-founderHe has founded and sold multiple businesses, authored several books on personal finance and retirement planning, and previously worked on mergers and acquisitions activity.
PMPat McClain
Pat McClainCo-founderCo-founder of Allworth Financial, a fee-based wealth management and investment advisory firm. McClain previously co-founded Liberty Reverse Mortgage in 2004 with Scott Hanson, which was acquired by Genworth Financial in 2007.

Investors · 2

Parthenonlisted by ParthenonBoston

How we know: Parthenon's portfolio page · Not right? Tell us

In the news

Allworth Financial Named to Fast Company's 2026 List of the 100 Best Workplaces for Innovatorsprnewswire.com · Sep 2026Allworth Financial Surpasses $40B AUM with Acquisitions in Rochester, N.Y., and Indianapolisprnewswire.com · Sep 2026

Frequently asked questions

What does Allworth Financial do?
Allworth Financial is a fee-based fiduciary wealth management and financial advisory firm serving investors seeking personalized, comprehensive financial guidance. The company manages approximately $39 billion in assets and operates as a registered investment advisor (RIA) across multiple offices in the United States.
Who founded Allworth Financial?
Allworth Financial was founded by Scott Hanson, Pat McClain.
Who are Allworth Financial's investors?
Allworth Financial's investors include Lightyear, Parthenon.