AF
ALLWORTH FINANCIAL, L.P.
SEC RegisteredFOLSOM, CAhttps://sheaffbrock.com916-482-2196
Assets Under Management
$25B+
Employees
493
Office Locations
41 offices
Total Accounts
75126
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19,503 | $7.0B |
| High Net Worth Individuals | 9,283 | $25.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $55M |
| Charitable Organizations | 259 | $809M |
| State/Municipal Entities | 107 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Scott Thomas Hanson
CO-CHIEF EXECUTIVE OFFICER
Patrick Carl Mcclain
CO-CHIEF EXECUTIVE OFFICER
Steven Thomas Burnett
PRESIDENT
Julia Carol Frise
SECRETARY/DIRECTOR OF CORPORATE OPERATIONS
L.p. Allworth Financial Group
PARTNER
Corey C Gamble
CHIEF COMPLIANCE OFFICER
Peter John Engelken
CHIEF OPERATING OFFICER
L.p. Afg Intermediate
OWNER
L.p. Afg Parent
OWNER
Inc. Hmg Holdco
OWNER
Scott Thomas Hanson
OWNER
Patrick Carl Mcclain
OWNER
L.p. Parthenon V Hm Holdings
OWNER
L.p. Parthenon Investors V Hm-Aiv
OWNER
Inc. Parthenon Investors V Hm Blocker
OWNER
L.p. Parthenon Investors V Hm Holdco Aiv
OWNER
Christopher Michael Oddy
CHIEF FINANCIAL OFFICER
Andrew Roy Stout
CHIEF INVESTMENT OFFICER
Office locations
41 offices in 19 states
CA
FOLSOMHQ
MD
BEL AIR
CA
LOS GATOS
AZ
PHOENIX
AZ
SCOTTSDALE
CA
WALNUT CREEK
WA
SEATTLE
OH
BLUE ASH
MO
CAPE GIRARDEAU
AZ
TUCSON
TX
ADDISON
CA
LARKSPUR
NY
ROCHESTER
NM
ALBUQUERQUE
CA
CHICO
NC
DURHAM
IN
INDIANAPOLIS
NV
LAS VEGAS
IL
GLENVIEW
CA
FAIRFIELD
CA
SANTA ROSA
MI
GRANDVILLE
NY
DANSVILLE
IL
RIVERWOODS
CA
CAMPBELL
KS
LAWRENCE
CA
REDDING
CA
ROSEVILLE
CA
SAN DIEGO
CA
SAN JOSE
FL
SARASOTA
MA
WALTHAM
CA
HALF MOON BAY
CA
LINCOLN
GA
KENNESAW
MO
ST. LOUIS
MO
FULTON
CA
SACRAMENTO
CA
ROSEVILLE
CO
DENVER
TX
HOUSTON
Advisors at this firm
Showing 100 of 198
Charles Michael Abbott
Investment Adviser Representative
Peter James Abi-Nader
Investment Adviser Representative
Benjamin J. Abraham
Investment Adviser Representative
Grantham Akerly
Investment Adviser Representative
John C Alexander
Investment Adviser Representative
Douglas Milton Balmain
Investment Adviser Representative
Rick Ray Barton
Investment Adviser Representative
David Anthony Bastoni
Investment Adviser Representative
Richard Anthony Baumann
Investment Adviser Representative
Jessica Catherine Baumgartner
Investment Adviser Representative
Bobby Benyamin
Investment Adviser Representative
Amy Michelle Bertle
Investment Adviser Representative
Davis Alan Blomquist
Investment Adviser Representative
Elisabeth Lynn Boaz
Investment Adviser Representative
Justin Daniel Bojanski
Investment Adviser Representative
Leonardo Sepulveda Bojorquez
Investment Adviser Representative
Daniel Joseph Bolan
Investment Adviser Representative
Connor Branch
Investment Adviser Representative
Robert Walter Brennan
Investment Adviser Representative
Audrey Bruch
Investment Adviser Representative
Michael Bubel
Investment Adviser Representative
Steven Thomas Burnett
Investment Adviser Representative
Justin Tyler Burrow
Investment Adviser Representative
Bret Hedley Charles Butcher
Investment Adviser Representative
Cole Buxton
Investment Adviser Representative
Quinn Carlsen
Investment Adviser Representative
Kathleen Marie Carpenter
Investment Adviser Representative
Karey Anne Casto
Investment Adviser Representative
Jing Chen
Investment Adviser Representative
Tyler Collier
Investment Adviser Representative
Charles Comeau
Investment Adviser Representative
David H. Comstock
Investment Adviser Representative
Patrick Peter Connelly
Investment Adviser Representative
Mark Stephen Crissman
Investment Adviser Representative
Lisa Marie Cristiano
Investment Adviser Representative
Paul Alan Culbertson
Investment Adviser Representative
Brian L Curland
Investment Adviser Representative
Patrick Charles Danis
Investment Adviser Representative
Matthew John De Garmo
Investment Adviser Representative
Richard M Del Monte
Investment Adviser Representative
Kim Elise Deleeuw
Investment Adviser Representative
Michael David Demko
Investment Adviser Representative
Ryan Michael Depew
Investment Adviser Representative
Anthony Desantis
Investment Adviser Representative
Simone Oscoff Devenny
Investment Adviser Representative
Darren Dindinger
Investment Adviser Representative
John Tufts Dippel
Investment Adviser Representative
Michelle Alayne Disney
Investment Adviser Representative
John Kevin Dolan
Investment Adviser Representative
Alyse Dominguez
Investment Adviser Representative
Herman Bodine Doughty
Investment Adviser Representative
Kevin Magnus Duffy
Investment Adviser Representative
Alexis Renee Dunbar
Investment Adviser Representative
David Patrick Duquemin
Investment Adviser Representative
Jeffrey Paul Egli
Investment Adviser Representative
Kent Bryan Erickson
Investment Adviser Representative
Mark Allen Fanning
Investment Adviser Representative
Joseph Eugene Fernandes
Investment Adviser Representative
Lloyd Andrew Fillis
Investment Adviser Representative
Mitchell Blakely Fix
Investment Adviser Representative
Maria Rose Foppiano
Investment Adviser Representative
Robert William Frater
Investment Adviser Representative
Maria A Fuentes
Investment Adviser Representative
Lisa Fulco
Investment Adviser Representative
Corey C Gamble
Investment Adviser Representative
Adrian Garcia
Investment Adviser Representative
Joshua Jacobi Garcia
Investment Adviser Representative
Robert Bryant Gecker
Investment Adviser Representative
Robert M Gentry
Investment Adviser Representative
James G George
Investment Adviser Representative
John German
Investment Adviser Representative
Christopher Bartolomeo Giordano
Investment Adviser Representative
Robert Augustus Giunco
Investment Adviser Representative
Ian Estes Glenn
Investment Adviser Representative
Thomas Gonzales
Investment Adviser Representative
Rutledge Alan Gordon
Investment Adviser Representative
John Kevin Grady
Investment Adviser Representative
Gurvir Singh Grewal
Investment Adviser Representative
Daniel Everett Griffin
Investment Adviser Representative
George Henry Griffin
Investment Adviser Representative
Gary Lawson Grigsby
Investment Adviser Representative
Daniel Ryan Gromatzky
Investment Adviser Representative
Richard Gross
Investment Adviser Representative
Ricky Lee Grunden
Investment Adviser Representative
Stanley Kirk Guillory
Investment Adviser Representative
Laurie Kay Hadley
Investment Adviser Representative
James Everett Hall
Investment Adviser Representative
James Ross Hall
Investment Adviser Representative
Russell Merton Hall
Investment Adviser Representative
Michael Joseph Hansen
Investment Adviser Representative
Scott Thomas Hanson
Investment Adviser Representative
Patrick John Harney
Investment Adviser Representative
Callum Harris
Investment Adviser Representative
Christian Harris
Investment Adviser Representative
Cynthia Ann Hartman
Investment Adviser Representative
Jerry He
Investment Adviser Representative
Barbara M Healy
Investment Adviser Representative
Lauren Anne Heiman
Investment Adviser Representative
Eric Cameron Mitchell Henry
Investment Adviser Representative
Patrick Allen Henry
Investment Adviser Representative
Regulatory & compliance
CRD number
#111167
SEC Number
801-68255
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
sheaffbrock.comPhone
916-482-2196Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALLWORTH FINANCIAL, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.