$33.6B Total AUM
$33.1B Disc. AUM
29.0% 3Y CAGR
493 Employees
29,297 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vertex frontierOak bridge +more
- Established Date
- 02-13-2001
- Office Locations
- 60
Office Locations
1111 Main ST Suite 700 Vancouver WA
11240 N. Tatum Blvd. Suite 110 Phoenix AZ
116 Henshaw Avenue Chico CA
About Allworth Financial, L.p.
Allworth Financial is a fee-based, fiduciary wealth manager providing integrated investment management and financial planning, including tax, insurance, and estate planning support. Its education and case-study webinars speak to high earners and high-net-worth investors, emphasizing coordinated, downside-aware strategy and long-term goals. Publishes monthly market insights from its Chief Investment Officer and operates across 60 offices, with custody at Schwab and Fidelity.
Team overview
48 AVG AGE
$203.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
493 Employees
165 Advisory Reps
221 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Unison glacier Horizon delta Crest Prime vertex Frontier Atlas pioneer
Client Personas
Quantum Eagle Optima
CRM
Peak signal
Custodian
Beacon Crest timber Unison Vector zenith Vertex meridian Beacon Harbor Summit delta Pioneer zenith Optima Bridge
Investment Themes
Prime Summit Crest prime Vital timber Capital Delta Delta alpha Vertex Pathway bridge
Investment Vehicles
Bridge unison
Platform
Quantum Alpha Fusion optima Fusion Peak Frontier pathway
Services
Pathway Signal ember Wave Unison quantum Catalyst Wave Legacy Meridian Insight Atlas ridge Matrix optima Value matrix Vector ridge Legacy
Technology
Crest zenith Crest Atlas crest
Owner & Executives
J
JOHN BRADLEY BUNCH
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(534) 507-2416
pioneer.peak@embercapital.com
in linkedin.com/in/fusion-north
P
PETER JOHN ENGELKEN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(698) 517-8308
vertex.eagle@frontiercapital.com
in linkedin.com/in/foundation-eagle
M
Momentum vertex
Glacier radial radial
- CRD
- #40353
- Ownership
- 14.1%
(734) 532-6012
fusion.pioneer@frontiercapital.com
in linkedin.com/in/wave-optima
Showing 2 of 6 owners & executives
Unlock allContacts
C
Charles Michael Abbott
Advisor
- CRD
- #6678578
(607) 209-8743
harbor.optima@unisoncapital.com
in linkedin.com/in/vertex-delta
Peter James Abi-Nader
Financial Advisor, General Partner
- CRD
- #4600518
(388) 759-7915
momentum.momentum@capitalcapital.com
in linkedin.com/in/catalyst-harbor
N
North momentum
Wave unison
- CRD
- #70728
(283) 568-2507
meridian.focus@harborcapital.com
in linkedin.com/in/legacy-ridge
Showing 2 of 291 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,064,569,149 | $450,655 |
| Non-Discretionary | $489,438,144 | $278,723 |
| Total | $33,554,007,293 | $446,636 |
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Separately Managed Accounts
Total SMA Asset: $33,499,162,076
Public Funds:
14.3% Equity - Exchange:
16.4% Private Funds:
13.8% Other:
14.8% Cash:
10.2% Corporate - Investment Grade:
4.3% Municipal Bonds:
7.2% U.S. Government/Agency:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,260,248,179 | 14.3% |
| Equity - Exchange | $1,445,319,590 | 16.4% |
| Private Funds | $1,216,183,557 | 13.8% |
| Other | $1,304,312,800 | 14.8% |
| Cash | $898,918,281 | 10.2% |
| Corporate - Investment Grade | $378,955,746 | 4.3% |
| Municipal Bonds | $634,530,552 | 7.2% |
| U.S. Government/Agency | $1,674,455,622 | 19.0% |
| Total | $8,812,924,327 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ALPHA MERIDIAN | NORTH SUMMIT | Y2KIW11T3 | BDTV | 11.18% | $56,214,668 |
| DELTA RIDGE | CREST RADIAL | ZGLV6G5SR | BSY | 12.11% | $52,709,399 |
| ATLAS MOMENTUM DELTA | ZENITH PIONEER | 7S90F4EXF | UZYU | 1.12% | $65,226,225 |
| VITAL TIMBER MOMENTUM | HARBOR PIONEER | 7II5PC1OG | QHQC | 1.93% | $34,983,221 |
| QUANTUM MERIDIAN DELTA | MERIDIAN VITAL | U8ZYW26NJ | XMCT | 1.56% | $6,616,423 |
| PATHWAY PRIME QUANTUM | PEAK FOCUS | 2I7NO5QH4 | VNSA | 2.17% | $70,484,445 |
| PRIME HARBOR TIMBER | MATRIX GLACIER | O8MNB1ZJJ | MDSRP | 7.11% | $5,390,742 |
| OPTIMA VITAL | VERTEX BEACON | 0WO6PL9QL | EXAAJ | 2.92% | $95,007,738 |