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ALLWORTH FINANCIAL, L.P.
CRD 111167 · SEC 801-68255
340 PALLADIO PKWY., SUITE 501, FOLSOM, CA, 95630, United States
Phone
916-482-2196
Fax
916-483-9661
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$33.55B
Discretionary AUM
$33.06B
Team
493 total employees; 165 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19503 | $7.00B |
| High net worth individuals | 9283 | $25.23B |
| Pooled investment vehicles | 2 | $54.8M |
| Pension/profit sharing plans | 259 | $808.5M |
| Charitable organizations | 107 | $30.6M |
| Corporations/business entities | 143 | $430.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/raa-financial-advisors/
- https://allworthfinancial.com
- https://www.redrockwealth.com/
- https://twitter.com/AllworthRetire
- https://www.facebook.com/RAAFinancialAdvisors
- https://www.linkedin.com/company/allworth/
- https://www.youtube.com/channel/UCi3mTR9DpHN8-capxwC6o2w
- https://www.stewartandpatten.com
- https://www.sheaffbrock.com
- https://www.facebook.com/groups/RAAWomen
Official SEC filing: View on IAPD