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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-13-2001
- Office Locations
- 66
Office Locations
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.
Reported data analysis
What the numbers show
Between December 11, 2025 and July 29, 2026, reported AUM increased 33.7%, from $25.1B to $33.6B.
Across 5 reported observations, AUM increased 144.0% between August 30, 2022 and July 29, 2026, from $13.7B to $33.6B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 165 advisory representatives and 29,297 clients, or 177.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 66 reported office locations and 25 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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- Technology
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The full Allworth Financial, L.p. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN BRADLEY BUNCH
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
PETER JOHN ENGELKEN
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Charles Michael Abbott
Advisor
- CRD
- #6678578
Peter James Abi-Nader
Financial Advisor, General Partner
- CRD
- #4600518
Showing 2 of 310 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Allworth Financial, L.p. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Allworth Financial, L.p.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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