Allworth Financial

Give Your Wealth an Advantage

Financial planner in Portland, OR (show on map)

A fiduciary financial advisory firm providing comprehensive wealth management, financial planning, investment management, tax planning, estate planning, and insurance services.

Call (503) 244-9215

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About

Allworth Financial is a Registered Investment Advisor and AW Securities broker/dealer that provides a complete, personalized approach to advanced wealth planning. As a fiduciary firm, its primary motivation is to serve clients rather than sell products.

The firm offers an integrated suite of services including financial planning, investment management, tax planning, estate planning, insurance services, and 401(k) advisory for employers. Allworth emphasizes a coordinated approach where investment, tax, insurance, and estate planning experts work together to align all aspects of a client's financial life. The firm manages approximately $35 billion in assets under management and administration, serves over 32,000 clients, and has been in business for 30 years. Allworth has been ranked #11 in Barron's Top 100 RIA Firms (2025) and recognized for best-in-class ethics by NBRI.

Fiduciary-first philosophy with no products to sell

Integrated, coordinated approach across investment, tax, insurance, and estate planning

On-staff experts in all financial disciplines working together

Transparent fee-based pricing with no quotas

30 years in business with $35 billion AUM

Barron's Top 100 RIA Firm (#11 in 2025)

97% client loyalty rate

Best in Class Ethics recognition from NBRI

Services

Wealth Management

Coordinated wealth management that guides growing sets of interdependent decisions with precision and intent over time, integrating investment, tax, insurance, and estate planning.

Integrated expertise across financial disciplines Disciplined planning and full-context decision-making Fiduciary guidance with no products to sell

Financial Planning

Personalized guidance and planning strategies ensuring the entire scope of financial life—including investments, tax planning, retirement planning, estate, and insurance—is aligned.

All-in-one planning from one place Fiduciary financial advisors Tailored investment strategies and customized financial plans

Investment Management

Proactive and customized investment planning leveraging a vast suite of sophisticated solutions to optimize wealth for success, beyond simple stock picking.

Sophisticated investment solutions Proactive and customized planning Focus on optimizing wealth for success

Tax Planning

Integrated tax planning across investment strategy, income planning, legacy considerations, and risk management, shifting tax strategy from a year-end exercise to an ongoing discipline.

Tax-aware portfolio management Roth conversion evaluation Charitable giving strategies Business and liquidity planning

Estate Planning

Analysis of current estate plans, identification of overlooked legacy-preserving tactics, and assistance with critical document drafting to ensure client wishes are fully realized.

Cutting-edge technology for estate analysis Legacy-preserving tactics Critical document drafting assistance

Insurance Services

Insurance services integrated into the comprehensive wealth planning approach, managed by on-staff insurance experts.

On-staff insurance experts Integrated with overall financial plan

Credentials & Certifications

Registered Investment Advisor (SEC)

AW Securities Registered Broker/Dealer (FINRA/SIPC)

Barron's Top 100 RIA Firm

Since 2025

NBRI Circle of Excellence

Since 2023

NBRI Best in Class Ethics

Investment News Best Places to Work for Financial Advisors

Since 2020

RIA Channel Top 50 Wealth Managers by Growth in Assets

Since 2022

HMRN Insurance Agency, LLC

Frequently Asked Questions

What makes Allworth Financial different from other advisory firms? +

Allworth is a fiduciary firm whose primary motivation is to serve clients, not sell products. It offers a comprehensive, coordinated approach with on-staff investment, tax, insurance, and estate planning experts working together, fee-based transparent pricing with no quotas, and a personalized approach tailored to each client's exact needs.

What services does Allworth Financial offer? +

Allworth Financial offers wealth management, financial planning, investment management, tax planning, estate planning, insurance services, 401(k) advisory for employers, and specialized services for airline employees.

Is Allworth Financial a fiduciary? +

Yes, Allworth Financial is a fiduciary Registered Investment Advisor committed to putting clients' best interests first.

How is tax planning handled at Allworth? +

Tax planning at Allworth is integrated across investment strategy, income planning, legacy considerations, and risk management. It is provided by Allworth Tax Solutions, an affiliate, and is treated as an ongoing discipline rather than a year-end exercise.

What is the Allworth Advantage? +

The Allworth Advantage is the firm's complete, personalized, and aligned approach to advanced wealth planning, combining fiduciary guidance, forward-thinking investment solutions, transparent fee-based pricing, and comprehensive coordination of all financial services.

Does Allworth Financial provide tax preparation services? +

No. Tax services are provided by Allworth Tax Solutions, an affiliate of Allworth Financial. Allworth Financial does not provide tax preparation services or advice.

What is Allworth Financial's asset size and client base? +

As of February 17, 2026, Allworth Financial and AW Securities have approximately $35 billion in total assets under management and administration, and serve over 32,000 clients.

Has Allworth Financial received industry recognition? +

Yes. Allworth has been ranked #11 in Barron's Top 100 RIA Firms (2025), recognized by NBRI for Best in Class Ethics and Circle of Excellence, named Investment News Best Places to Work for Financial Advisors (2020, 2021), and ranked in RIA Channel Top 50 Wealth Managers by Growth in Assets (2022).