Investment adviser · CRD 111167

ALLWORTH FINANCIAL, L.P.

Investment adviser filing (IA)

FOLSOM, CA, United States · Form ADV filed Jul 29, 2026

Regulatory AUM: $33.6B
Client accounts: 75,126
Employees: 493
Advisory professionals: 165

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	9,283	$25,233,482,966	75.2%
Individuals	19,503	$6,996,370,059	20.9%
Retirement plans	259	$808,504,938	2.4%
Corporations & businesses	143	$430,154,849	1.3%
Pooled investment vehicles	2	$54,845,217	0.2%
Charities	107	$30,649,264	0.1%

Filing source

Form ADV 2121695 · Jul 29, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jul 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

340 PALLADIO PKWY., SUITE 501
FOLSOM, CA, 95630, United States

CRD 111167

Filing source

Form ADV 2121695 · Jul 29, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.