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 4 of 5

• Gretchen T MclaughlinCRD 4994283 · Denver, CO
  IA RegisteredRegistration inactive
• Craig Takao McveyCRD 7877885 · Tucson, AZ
  IA Registered
• Michael MessingerCRD 2302987 · Manasquan, NJ
  IA RegisteredBroker
• Carrie Jean MiskawiCRD 6866742 · Folsom, CA
  IA RegisteredBroker
• Phillip MonroeCRD 7655546 · Roseville, CA
  IA RegisteredBroker
• Renee Ann NenningerCRD 5481318 · Cape Girardeau, MO
  IA RegisteredBroker
• Jack NewcomerCRD 7767285 · Inidanapolis, IN
  IA Registered
• Paul Anton OchelCRD 4300139 · Addison, TX
  IA Registered
• Wendi Elizabeth OuelletteCRD 4018547 · Portland, OR
  IA RegisteredBroker
• Mayra OlarteCRD 7377940 · Folsom, CA
  IA RegisteredBroker
• Sean Lawrence OnitsukaCRD 7114268 · Sacramento, CA
  IA Registered
• Jerod PattersonCRD 7492987 · Vancouver, WA
  IA RegisteredBroker
• Adam Blake PetersCRD 3241230 · Highlands, CO
  IA RegisteredBroker
• Gregory David PhelpsCRD 2615524 · Las Vegas, NV
  IA Registered
• Matthew James PulsipherCRD 4264954 · Vancouver, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert PalmerCRD 6930733 · Houston, TX
  IA RegisteredBroker
• Edward S PegramCRD 721375 · Providence, RI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Samantha PezzuteCRD 5970623 · Indianapolis, IN
  IA RegisteredBroker
• Michelle Lea PhillipsCRD 1171592 · Albuquerque, NM
  IA Registered
• David PietruszewskiCRD 6868143 · Sacramento, CA
  IA Registered
• Randall Scott PonderCRD 1898706 · Half Moon Bay, CA
  IA Registered
  Disclosure event(s) on record
• Matthew John Robert PotterCRD 6629655 · Indianapolis, IN
  IA RegisteredBroker
• Eva PurvisCRD 4397484 · Cincinnati, OH
  IA Registered
• Natalie Lynn QuirarteCRD 2314765 · Folsom, CA
  IA Registered
  Disclosure event(s) on record
• David Ashley RaganCRD 4590748 · Denton, TX
  IA Registered
• Mark Douglas RubeyCRD 1310274 · Addison, TX
  IA Registered
• Robert Collins RyanCRD 2784775 · Yuba City, CA
  IA RegisteredBroker
• Omaid RahimiCRD 7723719 · Roseville, CA
  IA Registered
• Sean Michael RayburnCRD 6629823 · Marietta, GA
  IA RegisteredBroker
• Matthew Austin RedferingCRD 8228548 · St Louis, MO
  IA Registered
• Margaret Arrowood RemeikaCRD 7353034 · Kennesaw, GA
  IA RegisteredRegistration inactive
• Kelly G RichardsCRD 4918409 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Anna RichardsonCRD 7216434 · Lawrence, KS
  IA Registered
• Miles Bradley RichardsonCRD 7905712 · Durham, NC
  IA Registered
• James Brady RisalvatoCRD 6798699 · Addison, TX
  IA RegisteredRegistration inactive
• John Wesley RobertsonCRD 7193187 · Sacramento, CA
  IA Registered
• Sean Tyler RyanCRD 7691865 · Addison, TX
  IA RegisteredBroker
• David William SchauerCRD 3086618 · Folsom, CA
  IA RegisteredBroker
• Katherine T SchraederCRD 4275890 · Sacramento, CA
  IA Registered
• Wesley Daniel Patrick ScogginCRD 5994212 · Roseville, CA
  IA RegisteredBroker
• Andrew Joseph ShaferCRD 3199300 · Cincinnati, OH
  IA Registered
• James Theodore SmallingCRD 5981078 · Folsom, CA
  IA RegisteredBroker
• Zachary Brandon SmytheCRD 6958675 · Bethesda, MD
  IA RegisteredRegistration inactive
• Kevin SpaffordCRD 3015638 · Chico, CA
  IA RegisteredBroker
• Robert Lee SponsellerCRD 2176946 · Cincinnati, OH
  IA RegisteredBroker
• Arthur SteinCRD 2104896 · Bethesda, MD
  IA Registered
• William Leslie StevensCRD 4637184 · Sacramento, CA
  IA Registered
• Andrew Roy StoutCRD 5225522 · Cincinnati, OH
  IA Registered
• Robert C ScholesCRD 6863598 · Durham, NC
  IA RegisteredRegistration inactive
• William John SchratzCRD 7061286 · Sacramento, CA
  IA 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.

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