Incredible vision, identity, and growth potential - Anonymous employee Allworth Financial Employee Review

5.0
Apr 27, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The vision of this company is incredible, and the potential for the future is tremendous. Being built upon the foundation of a fiduciary approach to financial advice decades ago has really shaped who Allworth is and how we serve our clients in a wholistic way.

Cons

There are associates spread out from coast to coast, so you'll have to deal with varying time zones.

Explore other reviews about Allworth Financial

5.0
Jun 5, 2026
Recommend
CEO approval
Business Outlook

Pros

Good PTO Friendly Environment Managers regularly check in to see how im doing not only work wise but mentally and that means a lot. Opportunities and resources to further educate oneself are abundant.

Cons

I am part of the Allworth face team and I love it. Wish we did a bit more I feel like the events I have taken part in such as the backpack build are few and far between. The work the fact team does is great just wish we did a bit more.

4.0
May 5, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

I have had a really positive experience at Allworth Financial. There is strong opportunity for growth and the ability to expand into new roles, which makes it a great place if you are looking to develop your career over time. The hybrid schedule is genuinely flexible and makes it easy to balance personal appointments like doctor or dentist visits without added stress. The company also puts real effort into building a supportive team culture—employees are encouraged to share feedback, and leadership takes steps to make people feel heard and valued. The offices are modern, comfortable, and well-equipped, and the technology provided (including tools like ChatGPT) helps you stay efficient and effective in your role. On top of that, the total compensation and perks are a big plus—things like fitness reimbursement, pet insurance, monthly office lunches, and fun holiday events with prizes. Allworth also partners with organizations like Ticket to Dream and offers meaningful volunteer opportunities, which adds to the overall sense of purpose. Overall, it is a place that supports a healthy work/life balance while still encouraging growth and engagement.

Cons

Rapid growth and ongoing acquisitions can sometimes lead to an inconsistent employee experience, particularly between legacy and acquired teams. However, these are natural growing pains, and there are ongoing efforts to improve alignment and create a more unified experience across the organization.

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