Allworth Financial, a rapidly growing wealth management firm, is making waves in the industry with its client-centric approach and innovative use of technology. The company, which manages approximately $24 billion in assets for over 25,000 clients across 44 offices nationwide, has climbed to the 14th spot on Barron’s list of Top RIA firms-1.

Founded as an alternative to traditional sales-focused models, Allworth prioritizes fiduciary responsibility, emphasizing trust, transparency and alignment with clients’ best interests. The firm’s integrated approach combines financial planning, investment, tax, estate and insurance services, providing clients with comprehensive guidance from a team of experts.

Technology and its ever-evolving role in many of our daily lives plays a crucial role in Allworth’s strategy. The company leverages AI for advanced investment tactics, including tax loss harvesting and portfolio monitoring. This tech integration allows Allworth to offer sophisticated strategies typically reserved for institutional investors while maintaining a personal touch.

Despite the rapid changes in tech and the way we use it above all, Allworth emphasizes the value of human advisors and the connections they are able to create with their clients. The firm boasts a 97% client retention rate-2, attributing this success to their personalized service and ability to adapt strategies to clients’ changing needs.

Allworth was founded as a clear alternative to the self-motivated, sales-focused model prevalent at many of the big banks and brokerage firms. As fiduciaries, our commitment has always been to alignment and doing what is in our clients’ best interests. We are proud to continue serving that mission today.

Allworth’s growth strategy includes strategic acquisitions and a focus on long-term client relationships. To maintain consistency across locations, the company prioritizes clear communication of core values and standardized training. Advanced CRM systems help personalize service at scale. 

Relationships are built on trust, transparency and alignment. Guidance should be client-centric, comprehensive and informed. Advisors should be full-time and client focused. These were the values the company was founded upon and they are the values we continue to live by today.

As the financial landscape becomes increasingly complex, Allworth’s commitment to client-centric service, technological innovation and financial education positions it as a leader in the wealth management industry. The firm’s success demonstrates the enduring value of personalized financial advice in an era of digital disruption.