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 5 of 5

• William James SchretterCRD 4182841 · Cincinnati, OH
  IA Registered
• Preetpragnesh ShahCRD 7060694 · Campbell, CA
  IA Registered
• Lori E ShermanCRD 2790268 · Lafayette, CA
  IA Registered
• Mark William ShoneCRD 1979639 · Walnut Creek, CA
  IA Registered
• Michael Allen SlenesCRD 7751957 · Albuquerque, NM
  IA Registered
• Todd Elliott SmithCRD 1392064 · Cumming, GA
  IA RegisteredRegistration inactive
• Eric Allan SoetaertCRD 7317267 · Lawrence, KS
  IA RegisteredBroker
• Lee John SorcinelliCRD 7877874 · Prescott, AZ
  IA Registered
• Adam Christian StanleyCRD 7809039 · Aurora, CO
  IA Registered
• Christopher Roger StuartCRD 3264011 · Norwood, MA
  IA RegisteredRegistration inactive
• Logan SwallowCRD 7927930 · Indianapolis, IN
  IA Registered
• Lynda M TuCRD 5617228 · Cambell, CA
  IA RegisteredBroker
• Robert William ThomasCRD 7920160 · Denton, TX
  IA Registered
• Susannah Marie ThomasCRD 7245194 · Denton, TX
  IA Registered
• Jason Scott ToweCRD 7385724 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Kim TrzeciakCRD 4369919 · Manasquan, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan Asa Burrington TylerCRD 7343855 · Campbell, CA
  IA RegisteredBroker
• Danny Lopez ValenzuelaCRD 5927874 · Folsom, CA
  IA RegisteredBroker
• Kimberly Ann Van HoutteCRD 4827279 · Manasquan, NJ
  IA RegisteredRegistration inactive
• Tiffany VanhookCRD 4281498 · Indianapolis, IN
  IA Registered
  Disclosure event(s) on record
• Timothy George VanechCRD 2677807 · Norwood, MA
  IA Registered
• Gianna Marie VieleCRD 6690445 · Denver, CO
  IA Registered
• Cali Ann VisentinCRD 7281326 · Lawrence, KS
  IA RegisteredBroker
• Cheyenne Gene WalkerCRD 4260856 · Napa, CA
  IA RegisteredBroker
• Brent WalkerCRD 2480709 · Indianapolis, IN
  IA Registered
• Charles Jacob WedemeyerCRD 4682259 · Addison, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• David WeissCRD 2667143 · Durham, NC
  IA RegisteredBroker
• Jack WeltyCRD 7707727 · Sacramento, CA
  IA Registered
• Dylan WilliamsCRD 7741875 · Kennesaw, GA
  IA Registered
• Donella R WinklerCRD 5489415 · Durham, NC
  IA RegisteredRegistration inactive
• Jerod Kin Song YeeCRD 7272843 · Folsom, CA
  IA RegisteredBroker
• Kyle Michael YoungCRD 8010943 · Indianapolis, IN
  IA Registered
• Paul Kevin ZandersCRD 6934525 · 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.