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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 New York

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

The short answer

5 registered advisors work at Allworth Financial, L.P. in New York, out of 285 nationwide; it's the firm's number 9 state by advisors, and the most are in Rochester (4). 1 list the CFP designation and 2 are also registered broker representatives.

Allworth Financial, L.P. advisors by city in New York

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Rochester 4Dansville 2

Allworth Financial, L.P. advisors in New York, 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

California 182Texas 16Indiana 15Massachusetts 12New Jersey 7Washington 7Illinois 6Kansas 6Arizona 5Georgia 4North Carolina 4Missouri 3

Questions

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

5 investment adviser representatives are registered at Allworth Financial, L.P. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 285 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

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

Rochester, with 4, then Dansville (2). Allworth Financial, L.P. has advisors in 2 cities in New York.

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

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.