Allworth Financial

Unclaimed

Registered investment adviser (financial planning) · Folsom, CA · https://allworthfinancial.com

Unclaimed listing. This advisor has not registered or claimed this page. Everything here comes from the advisor’s own public website or a public registry, as of 2026-10-17. Claim this listing Claiming lets the advisor add a description and correct or dispute what this page says.

What they publicly say they do

SEC-registered investment adviser (CRD 111167). Its tax planning page lists tax-loss harvesting, Roth conversion evaluation, qualified charitable distributions, donor-advised funds and charitable remainder trusts.

Summary of public sources. Credentials: SEC-registered investment adviser (CRD 111167). Source for location and credentials.

Strategies offered

Charitable Remainder Trusts Public record source
Donor-Advised Funds Public record source
Roth Conversions Public record source
Qualified Charitable Distributions Public record source
Tax-Loss Harvesting Public record source

Sponsors this advisor works with

None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.

How this listing was made

We add an advisor when its own public pages show it offers a strategy in our library, and we link the page for each strategy shown. We list firms, not individual people. We do not score advisors, rank them, or say they are approved, vetted or recommended; a listing only says what the advisor publicly states. Read how advisors are listed.

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Verification and listing notice

"Verified" means our staff checked the identity, business-registration, and credential details listed against the sources named, on the date shown. It is not an endorsement, rating, or recommendation. Firm- and advisor-reported information is their own statement. Listings are alphabetical; payment never affects order, scores, or warnings.