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 2 of 5
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Jodee Felice DeutschCRD 2693335 · Cincinnati, OHIA RegisteredBroker
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Darren DindingerCRD 4559268 · Orting, WAIA RegisteredBroker
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John Tufts DippelCRD 2810097 · Elkhorn, NEIA RegisteredBrokerDisclosure event(s) on record
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Alyse DominguezCRD 6797680 · Orlando, FLIA Registered
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Alexis Renee DunbarCRD 7559755 · Folsom, CAIA Registered
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Scott Richard EbertCRD 2160896 · Denver, COIA RegisteredBroker
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Jeffrey Paul EgliCRD 6892635 · Sacramento, CAIA Registered
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Dean E EisenbraunCRD 5009625 · Vancouver, WAIA RegisteredBroker
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Kent Bryan EricksonCRD 7013131 · Redding, CAIA RegisteredBroker
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Corey Paul FrankCRD 4582221 · Bel Air, MDIA RegisteredBroker
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Joseph Eugene FernandesCRD 7188285 · Sacramento, CAIA Registered
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Lloyd Andrew FillisCRD 7878490 · Liberty Lake, WAIA Registered
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Mitchell Blakely FixCRD 7114171 · Sacramento, CAIA Registered
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Robert William FraterCRD 1003202 · Houston, TXIA RegisteredBroker
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Lisa FulcoCRD 2630703 · Bel Air, MDIA RegisteredBrokerDisclosure event(s) on record
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Corey C GambleCRD 4919573 · Folsom, CAIA RegisteredBroker
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Robert Bryant GeckerCRD 2149635 · Addison, TXIA Registered
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Robert M GentryCRD 1397169 · Lafayette, CAIA Registered
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John GermanCRD 2734779 · Sacramento, CAIA Registered
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Robert Augustus GiuncoCRD 1411809 · Manasquan, NJIA RegisteredRegistration inactive
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Rutledge Alan GordonCRD 2811755 · Addison, TXIA Registered
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Ricky Lee GrundenCRD 1028049 · Denton, TXIA Registered
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Samantha Cornelius GabbardCRD 7376639 · Cincinnati - Blue Ash, OHIA Registered
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Adrian GarciaCRD 7900611 · Seattle, WAIA Registered
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Joshua Jacobi GarciaCRD 6963757 · Addison, TXIA RegisteredBroker
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David GilreathCRD 730793 · Indianapolis, INIA Registered
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Christopher Bartolomeo GiordanoCRD 2113945 · Campbell, CAIA RegisteredBrokerDisclosure event(s) on record
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Ian Estes GlennCRD 6746781 · Houston, TXIA Registered
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Greg GohrCRD 4140917 · Waltham, MAIA RegisteredRegistration inactive
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Thomas GonzalesCRD 7226179 · Riverwoods, ILIA RegisteredBroker
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John Kevin GradyCRD 6932086 · Sacramento, CAIA Registered
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Gurvir Singh GrewalCRD 5921004 · Sacramento, CAIA RegisteredBroker
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Gary Lawson GrigsbyCRD 3167632 · Addison, TXIA RegisteredBroker
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Richard GrossCRD 5396588 · Walnut Creek, CAIA Registered
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Stanley Kirk GuilloryCRD 6751912 · Sacramento, CAIA Registered
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Laura Lincoln GustafsonCRD 5179973 · Norwood, MAIA RegisteredRegistration inactive
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Laurie Kay HadleyCRD 2353212 · Folsom, CAIA RegisteredBroker
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Scott Thomas HansonCRD 2137903 · Folsom, CAIA RegisteredBroker
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Patrick John HarneyCRD 2412632 · Sacramento, CAIA Registered
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Kyle E HarveyCRD 7612392 · Blue Ash, OHIA Registered
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Barbara M HealyCRD 2529276 · Roseville, CAIA RegisteredBrokerDisclosure event(s) on record
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Eric Cameron Mitchell HenryCRD 4313996 · Folsom, CAIA RegisteredBroker
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Simon John HeslopCRD 2619297 · Waltham, MAIA RegisteredRegistration inactive
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Jay Jordan HornCRD 4249156 · Houston, TXIA RegisteredBroker
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Kirk Randolph HudsonCRD 4343606 · Albuquerque, NMIA Registered
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James Everett HallCRD 6707754 · Sacramento, CAIA Registered
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Michael Joseph HansenCRD 7721233 · Addison, TXIA Registered
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Callum HarrisCRD 6645041 · Addison, TXIA Registered
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Christian HarrisCRD 6940372 · Walnut Creek, CAIA RegisteredBroker
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Cynthia Ann HartmanCRD 6917710 · Sacramento, CAIA Registered
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.