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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Allworth Financial, L.P. financial advisors in California

Every SEC-registered investment adviser representative at a Allworth Financial, L.P. office in California, by city and A to Z.

The short answer

185 registered advisors work at Allworth Financial, L.P. in California, out of 285 nationwide; it's the firm's number 1 state by advisors, and the most are in Folsom (110). 64 list the CFP designation and 66 are also registered broker representatives.

Allworth Financial, L.P. advisors by city in California

Every firm in California →

Folsom 110Sacramento 44Walnut Creek 8Campbell 5Roseville 3Chico 2Redding 2San Diego 2Yuba City 2Cambell 1Half Moon Bay 1Los Gatos 1Napa 1

Allworth Financial, L.P. advisors in California, A to Z

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Allworth Financial, L.P. advisors in every state →Allworth Financial, L.P.: assets, clients and custodians →Allworth news and advisor moves →Advisor Moves: who changed firms this week →

Allworth Financial, L.P. in other states

Texas 16Indiana 15Massachusetts 12New Jersey 7Washington 7Illinois 6Kansas 6New York 6Arizona 5Georgia 4North Carolina 4Missouri 3

Questions

How many Allworth Financial, L.P. financial advisors are in California?

185 investment adviser representatives are registered at Allworth Financial, L.P. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 285 at the firm nationwide. 64 list the CFP designation and 66 are also registered as broker representatives.

Where in California does Allworth Financial, L.P. have the most advisors?

Folsom, with 110, then Sacramento (44). Allworth Financial, L.P. has advisors in 13 cities in California.

How do I check a Allworth Financial, L.P. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allworth Financial, L.P. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.