Allworth Financial, L.P.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 111167
- SEC number
- 801-68255
- Firm type
- RIA
- Assets under management
- $33.6B as of Mar 20, 2026
- Website
- www.sheaffbrock.com ↗
- Phone
- 916-482-2196
- Address
- 340 Palladio Pkwy., Folsom, CA, 95630
Advisors at this firm
233 in our index · page 1 of 5
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Benjamin J. AbrahamCRD 4262156 · Indianapolis, INIA RegisteredBroker
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John C AlexanderCRD 5214856 · Manasquan, NJIA RegisteredRegistration inactive
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Peter James Abi-NaderCRD 4600518 · Folsom, CAIA Registered
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Grantham AkerlyCRD 7159256 · Addison, TXIA RegisteredBroker
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Rick Ray BartonCRD 4621665 · Sacramento, CAIA Registered
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David Anthony BastoniCRD 2451452 · Folsom, CAIA RegisteredBroker
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Stephanie D BemererCRD 4889061 · Cincinnati, OHIA Registered
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Victoria Marie BognerCRD 5048328 · Lawrence, KSIA RegisteredBroker
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Jeffrey BrooksCRD 4412813 · Vancouver, WAIA RegisteredBroker
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Michael BubelCRD 4216705 · Houston, TXIA RegisteredBroker
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Steven Thomas BurnettCRD 2315967 · Folsom, CAIA RegisteredBroker
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Bret Hedley Charles ButcherCRD 5257622 · Corte Madera, CAIA Registered
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Cole BuxtonCRD 3030015 · Sacramento, CAIA Registered
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Richard Anthony BaumannCRD 6919479 · Sacramento, CAIA Registered
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Jessica Catherine BaumgartnerCRD 5156945 · Manasquan, NJIA RegisteredBroker
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Bobby BenyaminCRD 6929544 · Lincoln, CAIA RegisteredBroker
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Elisabeth Lynn BoazCRD 4034410 · Folsom, CAIA RegisteredDisclosure event(s) on record
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Michael Joseph BogardCRD 6706007 · Pewaukee, WIIA Registered
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Justin Daniel BojanskiCRD 3214033 · Folsom, CAIA RegisteredBroker
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Leonardo Sepulveda BojorquezCRD 6856695 · Folsom, CAIA RegisteredRegistration inactive
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Daniel Joseph BolanCRD 4174815 · Glenview, ILIA RegisteredBroker
-
Connor BranchCRD 7767442 · Addison, TXIA RegisteredBroker
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Zachary James BrennerCRD 7745935 · Lawrence, KSIA RegisteredBroker
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Ronald Robert BrockCRD 1349947 · Indianapolis, INIA Registered
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Audrey BruchCRD 4347202 · Indianapolis, INIA Registered
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Justin Tyler BurrowCRD 5558060 · Yuba City, CAIA RegisteredBroker
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Kathleen Marie CarpenterCRD 2204356 · Chico, CAIA RegisteredBrokerDisclosure event(s) on record
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Karey Anne CastoCRD 3113952 · Lawrence, KSIA RegisteredBroker
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James Frederic Chetwood IIICRD 4889564 · Durham, NCIA RegisteredBroker
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Michael C CoatesCRD 5397320 · Cincinnati, OHIA RegisteredDisclosure event(s) on record
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Tyler CollierCRD 7257310 · Chico, CAIA RegisteredBroker
-
Charles ComeauCRD 2733613 · Sacramento, CAIA Registered
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David H. ComstockCRD 2550179 · Sacramento, CAIA Registered
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Paul Robert CusumanoCRD 6025653 · Bethesda, MDIA Registered
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Quinn CarlsenCRD 7091990 · Sacramento, CAIA Registered
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Jing ChenCRD 7250285 · Layfayette, CAIA RegisteredBroker
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Patrick Peter ConnellyCRD 6843800 · Sacramento, CAIA Registered
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Mark Stephen CrissmanCRD 6730006 · Sacramento, CAIA Registered
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Lisa Marie CristianoCRD 6696131 · Sacramento, CAIA Registered
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Brian L CurlandCRD 6857718 · Sacramento, CAIA Registered
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Matthew John De GarmoCRD 6864500 · Walnut Creek, CAIA RegisteredBroker
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Kim Elise DeleeuwCRD 4968939 · Sacramento, CAIA Registered
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Anthony DesantisCRD 2476888 · Sacramento, CAIA Registered
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Herman Bodine DoughtyCRD 4890912 · Folsom, CAIA RegisteredBroker
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Charles Glenn DownsCRD 1839892 · Cincinnati, OHIA RegisteredDisclosure event(s) on record
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Kevin Magnus DuffyCRD 2673236 · Folsom, CAIA RegisteredBroker
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David Patrick DuqueminCRD 2958945 · Sacramento, CAIA Registered
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Patrick Charles DanisCRD 6871134 · Sacramento, CAIA Registered
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Richard M Del MonteCRD 1334837 · Walnut Creek, CAIA Registered
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Ryan Michael DepewCRD 6752004 · Sacramento, CAIA Registered
1–50 of 233Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 111167 ↗
FINRA BrokerCheck record for firm CRD 111167 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.