News

News
Mar 5, 2019

InvestmentNews Article: Part 1: I started a firm in 1993. Here’s how I’d build one in 2019

The most important thing a financial adviser needs is a steady stream of new clients. Yet, although it’s the most important thing,… Read More

News
Feb 6, 2019

Hanson McClain Announces Name Change to Reflect Changing Retirement, Additional Services

SACRAMENTO, Calif., February 6th, 2019 – 26-year old, award-winning independent investment advisory firm, Hanson McClain Advisors,… Read More

News
Feb 1, 2019

Hanson McClain Advisors Announces Agreement to Acquire Hugh B. Phillips Retirement Group

SACRAMENTO, Calif., Feb. 1, 2019 – 26-year old Hanson McClain Advisors (“Hanson McClain”) has announced it has acquired HBP… Read More

News
Nov 5, 2018

Hanson McClain Advisors Announces the Addition of Tax and CPA Services to its Offerings

SACRAMENTO, Calif., Nov. 5, 2018 – Hanson McClain Advisors, a leading financial planning investment advisory firm… Read More

News
Jan 4, 2018

Hanson McClain Advisors Announces Agreement to Merge with Simply Money Advisors

SACRAMENTO, Calif., Jan. 4, 2018 – Hanson McClain Advisors (“Hanson McClain”) and Simply Money Advisors (“Simply Money”),… Read More

Subscribe to Our Newsletter

And you’ll be the first to know about our newest podcasts, articles and other content.

This field is for validation purposes and should be left unchanged.
Contact Us: 888-489-0015
© 2022 Allworth Financial. All rights reserved.
Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy | Cookie Preferences
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

3As of 12/21, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $14 billion in total assets under management and administration.

4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼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 contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The contents of this site are intended for financial professional use only.