Retirement Calculator - Are You On Track?

;

What We Do
Retirement Resources
Workshops

Client Login
Contact Us

Sign Up For Our Newsletter

Get timely insights about financial planning, market updates, and investment management delivered right to your inbox. You'll also receive our retirement planning checklist.

Email Address Subscribe

Please enter a valid email address.

Thank you!

As Seen In

Our Just Cause

At Allworth Financial, we deliver straightforward financial and retirement guidance so people can live rich and meaningful lives.

Client Login
Contact Us
Form CRS
Workshops
Retirement Resources
Radio Shows
Careers
Partners (For Advisors)

Privacy Policy | Disclosures | Cookie Preferences

Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

¹ Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

² 4th fastest-growing RIA Firm in the U.S. from Financial Advisor (FA) Magazine, 2020. FA Magazine is a trademark of Charter Financial Publishing Network Inc.

³ The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

⁴ As of 12/21, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $14 billion in total assets under management and administration.

⁵ InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience.

⁶ The Vanguard Group, Inc. Study, 2020 Added Value of Financial Advisors.

⁷ United Income, 2019 The Retirement Solution Hiding in Plain Sight.

⁸ Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

^✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

^✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

^†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.