Allworth Financial (PRIVATE.ALLWORTHFIN)

Allworth Financial is a U.S.-based registered investment adviser that provides customized and comprehensive financial guidance. Its main business is wealth management, including financial planning, investment management, tax planning, estate planning, insurance and risk services. Allworth says its advisory fees are based on assets under management, rather than product sales or transaction-based commissions. The company also provides 401(k) plan services for employers, including plan design, fiduciary support, investment reviews, employee education, and retirement-plan guidance. It serves individuals, families, high-net-worth clients, retirement-plan clients, and airline employees. Allworth operates across the United States through local offices and also works with clients virtually across the country.