Hanson On Allworth’s Partnership Model

Scott Hanson, CFP, Co-Founder & Co-CEO, Allworth Financial joined Julie Cooling, Founder & CEO, RIA Channel to discuss what’s attracting advisors to partner with Allworth, M&A trends and the benefits of a fully integrated RIA model.

Allworth Financial is a nearly $17B RIA with over 250 advisors and more than 20,000 clients across the United States. In the last five years the firm has grown roughly 400%, transforming from a strong west coast RIA under original name Hanson McClain to a powerhouse with national brand recognition and a fully integrated tech stack. 

When advisors join Allworth, they assume the firm’s strong brand, access centralized client service, trading, portfolio management capabilities and concentrated marketing efforts, leaving them to focus on their clients and ultimately the growth of their practice. Prioritizing full alignment, Hanson says Allworth seeks out RIAs and Advisors to join in a true partnership capacity. 

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Allworth Partners – For Advisors 

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Scott Hanson is a Co-Founder and Co-CEO of Allworth Financial. A nationally recognized authority on financial topics, he has been named to Barron’s list of the Top 100 Independent Wealth Advisors in America multiple times and has been listed as one of the 25 most influential people in the financial services industry nationwide. In 2021, he was named one of the financial industry’s 10 “Icons and Innovators” by InvestmentNews. Scott, is also the director of Allworth Kids, which, since its inception in 2019, has provided laptops, overnight kits, and financial support to over 200,000 foster children.

For more than 25 years, Scott has co-hosted Allworth’s Money Matters, one of the longest running financial topic radio programs and podcasts in the country. A twice-monthly guest columnist for InvestmentNews, and a frequent contributor to other national publications, Scott is the author of “Personal Decision Points: 7 Steps to Your Ideal Retirement Transition” (2016), and of its updated 2nd edition, which was released in 2021.

Under Scott’s direction, through a combination of both organic expansion and acquisition, Allworth Financial has grown to over $16 billion in assets under administration. Over the past few years, Scott and his business partner, Pat McClain, have not only overseen 28 equity partnership acquisitions, but have introduced Allworth Financial into every region of the country. Listen to Allworth’s State of the Industry podcast at allworthpartners.com/state-industry-podcast Allworth Financial is an Investment Advisor registered with the Securities and Exchange Commission. Scott Hanson, CFP® Co-Founder & Co-CEO