Allworth Financial, L.P.

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 3 of 5

• Jerry HeCRD 7408388 · Campbell, CA
  IA RegisteredBroker
• Matthew Patrick HolmesCRD 6351746 · Indianapolis, IN
  IA RegisteredBroker
• John Michael HorsemanCRD 851636 · St. Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael David HostetlerCRD 4577165 · Marietta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Joshua HrubyCRD 6262069 · Cincinnati, OH
  IA RegisteredBroker
• Laurie Ellen IngwersenCRD 4066323 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Roger Henry IngwersenCRD 255050 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kelly JandreauCRD 3191800 · Vancouver, WA
  IA RegisteredBroker
• Christina Ann JordanCRD 2644840 · Indianapolis, IN
  IA RegisteredBroker
• Christopher T JacksonCRD 6886685 · Sacramento, CA
  IA Registered
• Brian Davis JamesCRD 2963035 · Cincinnati, OH
  IA Registered
• Debra Diane JamesCRD 6700296 · Sacramento, CA
  IA Registered
• Matthew David KellerCRD 4632815 · Albuquerque, NM
  IA Registered
• Bruce Danforth KillipsCRD 2133492 · Sacramento, CA
  IA Registered
• Benjamin Daniel KnightCRD 5312758 · Chico, CA
  IA RegisteredBroker
• Joseph Jacob KopczynskiCRD 1437112 · Albuquerque, NM
  IA Registered
• John David KraunelisCRD 6846125 · Riverwoods, IL
  IA RegisteredBroker
• Kyle Mason KadishCRD 6821949 · Riverwoods, IL
  IA RegisteredBroker
• Thomas KaiserCRD 7314792 · Indianapolis, IN
  IA Registered
• Erin Jean KincheloeCRD 1534640 · Campbell, CA
  IA Registered
• Adam Frank KintCRD 2732192 · Sacramento, CA
  IA RegisteredBroker
• Daniel Patrick LeahyCRD 4736164 · Folsom, CA
  IA Registered
• Jared Tyson LeeCRD 5613238 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Scott Ira LoochtanCRD 2544304 · Riverwoods, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• G Scott LoweCRD 4670740 · Vancouver, WA
  IA RegisteredBroker
• Dexter Charles LambCRD 7100486 · St. Louis, MO
  IA RegisteredBroker
• Ashley R LareauCRD 7216332 · Norwood, MA
  IA Registered
• Tracy Frank LaseckeCRD 2784045 · Campbell, CA
  IA Registered
  Disclosure event(s) on record
• Alexandre Pierre LillesCRD 3190871 · Lafayette, CA
  IA Registered
• James Kemp LinebargerCRD 6857665 · Sacramento, CA
  IA Registered
• Vincent Stephen MalinowskiCRD 1036552 · Sacramento, CA
  IA Registered
• Miguel MayagoitiaCRD 7146888 · Phoenix, AZ
  IA RegisteredBroker
• Nicole MayerCRD 5023598 · Riverwoods, IL
  IA RegisteredBroker
• Patrick Carl McclainCRD 2055994 · Folsom, CA
  IA RegisteredBroker
• Donald Austin McdanielCRD 4063234 · Albuquerque, NM
  IA Registered
• Judith Lynn McdanielCRD 706142 · Lawrence, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• Evan Dennis McgrathCRD 4625152 · Addison, TX
  IA Registered
• Robert Gould MckelveyCRD 820698 · Manasquan, NJ
  IA RegisteredRegistration inactive
• Gavin Michael MorrisseyCRD 3220462 · Waltham, MA
  IA RegisteredRegistration inactive
• Stephanie Marie Motzkus-BakanCRD 5600223 · Larkspur, CA
  IA Registered
• Brian Michael MurphyCRD 1396154 · Tucson, AZ
  IA Registered
• Sean Timothy MurrayCRD 2355021 · Folsom, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew John MacekCRD 2907725 · Addison, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• William Gerard MacherCRD 1147269 · St. Louis, MO
  IA RegisteredBroker
• B Brandon MackieCRD 2919084 · Kennesaw, GA
  IA RegisteredRegistration inactive
• Kiana MasonCRD 7915533 · Walnut Creek, CA
  IA Registered
• David MatthewsCRD 4690898 · Addison, TX
  IA RegisteredBroker
• Debra Kay McculleyCRD 1518943 · Indianapolis, IN
  IA Registered
• Patrick McgrathCRD 6974803 · San Diego, CA
  IA RegisteredBroker
• Beau Daniel McguireCRD 6926854 · Folsom, CA
  IA Registered
  Disclosure event(s) on record

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.