ALLWORTH FINANCIAL, L.P.
SEC RegisteredAbout the firm
Sheaff Brock is an investment advisory firm based in Indianapolis, IN that has recently formed a partnership with Allworth Financial. The firm remains located at 8801 River Crossing Boulevard, Suite 100, Indianapolis, Indiana 46240, and continues to serve clients through its existing team of advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, investment management, tax planning, estate planning, insurance services, 401(k) for employers, and services for airline employees
Who they serve
Individuals planning for the future, navigating life transitions, or working toward their financial goals
| 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
Office locations
Advisors at this firm
Showing 100 of 293
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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