RIA Intel›Advisers›California›ALLWORTH FINANCIAL, L.P.

ALLWORTH FINANCIAL, L.P.

Advisory

N·FOLSOM, CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$33.6B

1-Year AUM Growth

+29.9%

3-Year CAGR

+22.1%

Employees

165

Assets Under Management

Total AUM$33.6B

Discretionary AUM$33.1B

Non-Discretionary AUM$489M

Discretionary %98.5%

Total Clients26,325

Team

Total Employees165

Investment Advisers493

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record105

First FilingAug 2, 2007

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 105 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLWORTH FINANCIAL, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.