What departments does Allworth Financial have?

Allworth Financial has employees across 14 departments including Human Resources, Legal, Finance, Supply Chain, Engineering.

What is the largest department at Allworth Financial?

The largest department at Allworth Financial is Finance with 6 employees.

Where are Allworth Financial employees located globally?

Allworth Financial has employees across 3 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Argentina.

How has Allworth Financial's team size changed over time?

Allworth Financial's team has grown from approximately 310 to 353 employees based on available data.

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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.

Allworth Financial Global Highlights

North America
454

United States Of America
453
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Argentina
1

Allworth Financial's Leadership

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

Allworth Financial Employee Metrics

100%

50%

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

J. T.
Chief Distribution Officer
Mobile Phone
Email
Oct 17, 2024
J. K.
Partner & Senior Financial Planner Cfp(tm) Cfs
Mobile Phone
Email
Oct 17, 2024
J. K.
Partner Advisor
Mobile Phone
Email
Oct 18, 2024
J. H.
Partner Advisor
Mobile Phone
Email
Oct 22, 2024
M. S.
Partner Advisor
Mobile Phone
Email
Oct 22, 2024
R. W.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
S. M.
Chief Technology Officer
Mobile Phone
Email
Aug 16, 2026
E. W.
Head Of Sales, Product And Advisor Education
Mobile Phone
Email
Sep 02, 2026
A. S.
Vp Fp&a
Mobile Phone
Email
Aug 24, 2026
R. S.
Vp, Financial Advisor
Mobile Phone
Email
Apr 13, 2026

Frequently Asked Questions

What is Allworth Financial known for?

Allworth Financial was founded in 1993 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?

Allworth Financial employees' email format typically follows the pattern of . 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?

Allworth Financial has approximately 389 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Allworth Financial's key employees and leadership?

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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Allworth Financial Employee Directory

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