Allworth Financial:
A Growing Sacramento, CA Financial Advisory Firm

Recently Released!!!
Date Published: July 28, 2021
Summary PowerPoint Deck: 38 Slides
Reference PowerPoint Deck: 149 Slides

Allworth Financial was founded as Hanson McClain by Scott Hanson & Pat McClain in 1993 and is based in Sacramento, CA. The firm has 50 employees. Allworth Financial is led by its Co-CEOs Scott Hanson & Pat McClain and Chief Operating Officer Pete Engelken. Its web sites can be found at,,,,, &

Allworth Financial's comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
  • Hanson McClain Advisors Phase
  • Hanson McClain Retirement Network Expansion Phase
  • Business Institutionalization Phase
  • Parthenon Capital Partners Phase
Its profile includes the key statistics of the firm, including its number of employees.

Its profile includes detailed outlines of its core businesses, including:
  • Hanson McClain Advisors
  • Hanson McClain Retirement Network
  • Pathway Strategic Advisors

And its profile concludes with the highlights of its organizational structure & ownership.

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