Allworth Financial Overview

  • Founded

  • 1993

Founded
  • Status

  • Private

  • Employees

  • 286

Employees
  • Latest Deal Type

  • Debt Refin.

  • Financing Rounds

  • 5

  • Investments

  • 24

Allworth Financial General Information

Description

Provider of investment financial advisory services intended to help individuals reach their goals and live without the fear that they're going to run out of money. The company specializes in retirement planning, investment advising and 401(k) management with a direct approach to financial planning delivering long- and short-term investment planning programs and advice, thereby enabling clients to plan strategically for their retirement.

Contact Information

Website
www.allworthfinancial.com
Formerly Known As
Hanson McClain, HBP Retirement Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • 340 Palladio Parkway
  • Suite 501
  • Folsom, CA 95630
  • United States
+1 (916) 000-0000

Allworth Financial Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Allworth Financial Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Allworth Financial‘s full profile, request access.

Request a free trial

Allworth Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of investment financial advisory services intended to help individuals reach their goals and live without the f
Other Financial Services
Folsom, CA
286 As of 2021
0000
000000000 00

000000

quip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptat
00000 000000000 0000
Raleigh, NC
0000 As of 0000
00000
000000000 00 00000

000000

dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pa
0000000000, 00000 00
Los Angeles, CA
000000000 -
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Allworth Financial Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
CAPTRUST Financial Advisors Private Equity-Backed Raleigh, NC 0000 00000 000000000 00 00000
000000000 Corporate Backed or Acquired Los Angeles, CA 000000000 -
000000 00000000000 Formerly PE-Backed Camas, WA 0000 000 000000 - 000 000
00000000 0000000 Corporation Oak Brook, IL
00000 000000000 00 Private Equity-Backed New York, NY 0000 00000 000000000000 00000
You’re viewing 5 of 7 competitors. Get the full list »

Allworth Financial Executive Team (12)

Name Title Board Seat Contact Info
Pat McClain Co-Founder, Senior Partner & Co-Chief Executive Officer
Scott Hanson Co-Founder, Senior Partner & Co-Chief Executive Officer
Chris Oddy Chief Financial Officer
Pete Engelken Chief Operating Officer
Sandeep Mishra Chief Technology Officer
You’re viewing 5 of 12 executive team members. Get the full list »

Allworth Financial Board Members (4)

Name Representing Role Since
0000 00000000 Allworth Financial Board Member 000 0000
00000 000000 Lightyear Capital Board Member 000 0000
000 0000000 00 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000
To view Allworth Financial’s complete board members history, request access »

Allworth Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Allworth Financial Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Allworth Financial‘s full profile, request access.

Request a free trial

Allworth Financial Investments & Acquisitions (24)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 00 000 00 08-Mar-2023 0000000000 Consulting Services (B2B) 00000 000
0000000 00000 08-Mar-2023 0000000000 Asset Management 00000 000
0000000 00000 10-Jan-2023 0000000000 00000 Asset Management 00000 000
0000000 00000 01-Nov-2022 0000000000 Asset Management 00000 000
Muchler Financial Services 24-Aug-2022 Buyout/LBO Other Financial Services 000 00000
You’re viewing 5 of 24 investments and acquisitions. Get the full list »

Allworth Financial Subsidiaries (6)

Company Name Industry Location Founded
Redrock Wealth Management Asset Management Las Vegas, NV 2005
00000 000000 00000 Asset Management Walnut Creek, CA 0000
0000000000 0000000 Other Financial Services Addison, TX 0000
00000 000000000000 General Purpose Semiconductors San Jose, CA 0000
00000000 00000 Other Insurance Saint Louis, MO 0000
You’re viewing 5 of 6 subsidiaries. Get the full list »