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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
464

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  • United States Of America
    463
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Allworth Financial's Leadership

  • Chief Business Development Officer at Allworth Financial
    A. J.
    Chief Business Development Officer
    Mobile Phone
  • 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

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
  • Principal at Allworth Financial
    N. F.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Senior Financial Analyst at Allworth Financial
    R. L.
    Senior Financial Analyst
    Mobile Phone
    Oct 17, 2024
  • Partner Advisor at Allworth Financial
    R. H.
    Partner Advisor
    Mobile Phone
    Sep 13, 2026
  • Board Observer at Allworth Financial
    C. F.
    Board Observer
    Mobile Phone
    Sep 18, 2026
  • Financial Advisor at Allworth Financial
    J. R.
    Financial Advisor
    Mobile Phone
    Oct 17, 2026
  • Financial Advisor at Allworth Financial
    D. W.
    Financial Advisor
    Mobile Phone
    Sep 19, 2026
  • Sales Enablement Administrator at Allworth Financial
    B. H.
    Sales Enablement Administrator
    Mobile Phone
    Jun 29, 2026
  • Investment Advisor at Allworth Financial
    K. V. H.
    Investment Advisor
    Mobile Phone
    Mar 25, 2026
  • Sales Enablement at Allworth Financial
    M. W.
    Sales Enablement
    Mobile Phone
    Sep 25, 2026
  • Client Services Associate at Allworth Financial
    P. H.
    Client Services Associate
    Mobile Phone
    Sep 19, 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 420 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Allworth Financial's key employees and leadership?

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

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

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