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Industry Events

Welcome to the Allworth Partner Program events page: an up-to-date resource for recent and upcoming events, including live and recorded webinars, industry gatherings, a city-by-city, in-person meeting schedule, and more. We’re always interested in connecting with advisors and firm principals who are seeking information or guidance about succession planning, or who are interested in learning more about partnering with Allworth Financial.

Latest Webinars

State of the Industry Webinar Series - July 27th 2022 at 4 pm EST - Photo of Scott Hanson and Pat McClain, Allworth co-founders
Jun 27, 2022

State of the Industry Webinar: Partnership options for RIAs

July State of the Industry webinar: “Partnership options for RIAs,” hosted by Allworth Co-Founders Scott Hanson and Pat McClain. This Read More

State of the Industry Webinar Series - May 19th at 4 pm EST - photo of 2 older men, smiling and working together
May 4, 2022

State of the Industry Webinar: The advisory practice benefits of combining successful cultures

New May State of the Industry M&A Webinar, “The advisory practice benefits of combining successful cultures”  hosted by Allworth Co-Founders Scott Read More

Dec 6, 2021

State of the Industry: M&A Webinar Series

Launching in February 2022, our State of the Industry Webinar series will delve into every aspect of the deal for firms ranging in size from $100M to $3B+ in AUM. Each webinar will feature a peer financial advisory firm owner, who will be sharing their personal experience of going through the transaction process. Read More

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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.

54th fastest-growing RIA Firm in the U.S. from Financial Advisor (FA) Magazine, 2020. FA Magazine is a trademark of Charter Financial Publishing
Network Inc.

6Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢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.

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