Allworth Financial Revenue, Growth & Competitor Profile

DBA ALLWORTH FINANCIAL, L.P.
DBA HANSON MCCLAIN, INC.

Company Profile & Annual Report for Allworth Financial

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Allworth Financial Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	340 Palladio Pkwy. Suite 501 Folsom, CA 95630

Note: Revenues for privately held companies are statistical evaluations.


Allworth Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Allworth Financial's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Allworth Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Allworth Financial Annual Revenue and Growth Rate

Allworth Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Allworth Financial's revenues are gauged from an analysis of company filings.

Allworth Financial's Income Statement (based on Industry Averages)

Allworth Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Allworth Financial is developing and marketing. Allworth Financial's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
UNCOMPROMISED WEALTH MANAGEMENT Educational services, namely, providing seminars, webinars, courses, workshops, and podcasts in the fields of retirement planning, financial planning, financial information, life in retirement living, investments, and money management; Educational and entertainment services, namely, a continuing program about retirement planning, financial planning, financial information, investments, and money management accessible by radio and podcast; Entertainment services, namely, providing an ongoing radio program in the fields of retirement planning, financial planning, financial information, investments, and money management	07/17/2023
HARVEST WEALTH MANAGEMENT FOR LIFE CLIENT EXPERIENCE LIFETIME FINANCIAL PLANNING LIFETIME FINANCIAL MANAGEMENT RELATIONSHIP MANAGEMENT INVESTMENT MANAGEMENT Financial advice; Financial asset management; Financial consultation; Financial consulting; Financial information; Financial management; Financial planning; Financial planning for retirement; Investment management; Financial counseling services, namely, helping others build a better working relationship with their money; Strategic financial advisory services	07/20/2018
RAA Financial advisory and consultancy services; Financial portfolio management	04/21/2017

See all trademarks and details in the Full Report.

Market Share of Allworth Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Allworth Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Allworth Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLWORTH FINANCIAL	Folsom, CA	100
INTERLOC SOLUTIONS	Folsom, CA	16
SCB VENTURES	Roseville, CA	10
CHRIS BULMAN INC. DBA BULMAN WEALTH GROUP	Roseville, CA	8
MONETA VENTURES	Folsom, CA	4
MCSM LLC DBA BBMP WEALTH MANAGEMENT & INSURANCE SERVICES	Roseville, CA	3

Future Competition: Allworth Financial's Fastest Growing Competitors

These companies are in the same general field as Allworth Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)