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Allworth Financial Overview

Financial ServicesCompany

Is Allworth Financial PE-backed?

Yes. Allworth Financial is owned by private equity investors Lightyear Capital and Ontario Teachers Pension Plan.

Was Allworth Financial formerly PE-backed?

Yes. Allworth Financial was formerly owned by 1 private investor.

Where is Allworth Financial headquartered?

Allworth Financial is headquartered in Sacramento, California.

What sector is Allworth Financial in?

Allworth Financial is a financial services company.

When was Allworth Financial founded?

Allworth Financial was founded in 1993.

Allworth Financial

Allworth Financial

8775 Folsom Boulevard, Suite 100,
Sacramento, California 95826
United States,
(916) 482-2196
www.allworthfinancial.com

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. The company delivers long- and short-term investment planning solutions and advice to help clients achieve goals and plan strategically for retirement. Allworth Financial was formed in 1993 and is based in Sacramento, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.8/yr) # 4 - 2 - - 2 8
vol $640M $640M
Sell (0.0/yr) # - - - - - - 0
  8

Company Summary

SECTOR

Financial Services

Established

1993

Former Name

Hanson McClain Advisors


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