Partner Program: Frequently Asked Questions

You have questions. We have answers. Below are some of the more commonly asked questions we receive.

Founded in 1993 as Hanson McClain, after 27 years of growth, along with the addition of key financial services to our foundation of investment management and retirement planning, we updated our name to Allworth Financial in 2019.

  • AUM: Approximately $9 Billion
  • Structure: 95% Fee Based
  • Headquarters: Sacramento, CA
  • Office locations:
    • Sacramento, CA Area (Sacramento, Roseville and Folsom)
    • Bay Area, CA (San Jose, Walnut Creek, Fairfield, Santa Rosa)
    • Marin County, CA (Corte Madera)
    • Dallas, TX
    • Atlanta, GA
    • Seattle, WA
    • Denver, CO
    • Cincinnati, OH (Blue Ash & Rookwood)
    • Florence, KY
    • Grandville, MI

To find out what types of partners we are seeking download the full FAQ PDF by submitting the form below.

FAQ Download Form

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