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Allworth Financial Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Allworth Financial is a financial services firm based in Folsom, California, focused on wealth management guided by fiduciary principles. It offers a comprehensive suite of services, including investments, tax planning, insurance, and estate planning, aiming to optimize clients' wealth both now and going forward.

The firm positions itself as serving individual investors seeking integrated, client-centered financial guidance within the broader financial services landscape. It is described as a mid-sized firm employing hundreds of professionals. In March 2026, Allworth Financial Group launched the Allworth Women's Collective, a firmwide initiative to expand its female client base and cultivate female talent.

Find Allworth Financial employees' phone numbers or email addresses

Allworth Financial Global Highlights

Location
Employees

North America
454

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  • United States Of America
    453
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

South America
1

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  • Argentina
    1

Allworth Financial's Leadership

  • Chief People Officer at Allworth Financial
    J. G.
    Chief People Officer
    Mobile Phone
  • Chief Legal Officer at Allworth Financial
    B. Y. G.
    Chief Legal Officer
    Mobile Phone
  • Chief Investment Officer at Allworth Financial
    A. S.
    Chief Investment Officer
    Mobile Phone
  • Chief Financial Officer at Allworth Financial
    B. L.
    Chief Financial Officer
    Mobile Phone
  • Chief Financial Officer at Allworth Financial
    C. R.
    Chief Financial Officer
    Mobile Phone
  • Chief Distribution Officer at Allworth Financial
    J. T.
    Chief Distribution Officer
    Mobile Phone
  • Chief Compliance Officer at Allworth Financial
    R. W.
    Chief Compliance Officer
    Mobile Phone
  • Chief Technology Officer at Allworth Financial
    S. M.
    Chief Technology Officer
    Mobile Phone

Allworth Financial Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Analytics
  • Engineering
  • Operations
  • Marketing
  • Other
  • Administrative
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Business
  • Accounting

Contact profiles from Allworth Financial

Name
Title
Contact
Location
Last Update
  • Partner Advisor at Allworth Financial
    R. H.
    Partner Advisor
    Mobile Phone
    Apr 16, 2026
  • Chief People Officer at Allworth Financial
    J. G.
    Chief People Officer
    Mobile Phone
    Aug 16, 2026
  • Chief Legal Officer at Allworth Financial
    B. Y. G.
    Chief Legal Officer
    Mobile Phone
    Jun 29, 2026
  • Chief Investment Officer at Allworth Financial
    A. S.
    Chief Investment Officer
    Mobile Phone
    Nov 12, 2025
  • Partner Advisor at Allworth Financial
    B. A.
    Partner Advisor
    Mobile Phone
    Dec 09, 2024
  • Owner at Allworth Financial
    B. C.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Chief Financial Officer at Allworth Financial
    B. L.
    Chief Financial Officer
    Mobile Phone
    Oct 18, 2024
  • Chief Financial Officer at Allworth Financial
    C. R.
    Chief Financial Officer
    Mobile Phone
    Oct 22, 2024
  • Partner Advisor at Allworth Financial
    D. N.
    Partner Advisor
    Mobile Phone
    Oct 23, 2024
  • Partner Advisor at Allworth Financial
    D. B.
    Partner Advisor
    Mobile Phone
    Jun 03, 2026

Frequently Asked Questions

What is Allworth Financial known for?

Minus sign iconPlus sign iconAllworth Financial was founded in 1993 and operates in the Financial Services industry. Explore Allworth Financial's company overview page for more information.

What is Allworth Financial's most common email format?

Minus sign iconPlus sign iconAllworth Financial employees' email format typically follows the pattern of First.Last@allworthfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Allworth Financial email formats with LeadIQ.

How many employees does Allworth Financial have currently?

Minus sign iconPlus sign iconAllworth Financial has approximately 389 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and South America.

Who are Allworth Financial's key employees and leadership?

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As of August 2026, Allworth Financial's key employees include:

  • Chief People Officer: J. G.
  • Chief Legal Officer: B. Y. G.
  • Chief Investment Officer: A. S.
  • Chief Financial Officer: B. L.
  • Chief Financial Officer: C. R.

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