ALLWORTH FINANCIAL, L.P.
CRD #111167 SEC #801-68255 FOLSOM, CA 916-482-2196
SEC Registered Private Funds
Total AUM
$25.1B
Discretionary
$24.8B
Employees
466
Clients
101
Accounts
64,930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $25.1B | $24.8B | $265.9M | 466 | 0 |
| Jul 2025 | $25.1B | $24.8B | $265.9M | 466 | 0 |
| May 2025 | $25.1B | $24.8B | $265.9M | 466 | 0 |
| Mar 2025 | $25.1B | $24.8B | $265.9M | 466 | 0 |
| Mar 2025 | $25.1B | $24.8B | $265.9M | 466 | 0 |
| Dec 2024 | $19.3B | $18.6B | $712.1M | 392 | 0 |
| Dec 2024 | $19.3B | $18.6B | $712.1M | 392 | 0 |
| Oct 2024 | $19.3B | $18.6B | $712.1M | 392 | 0 |
| May 2024 | $19.3B | $18.6B | $712.1M | 392 | 0 |
| Mar 2024 | $19.3B | $18.6B | $712.1M | 392 | 0 |
| Nov 2023 | $17B | $16.4B | $577.7M | 343 | 0 |
| Jul 2023 | $17B | $16.4B | $577.7M | 343 | 0 |
| Apr 2023 | $14.9B | $14.4B | $513.4M | 343 | 0 |
| Mar 2023 | $14.9B | $14.4B | $513.4M | 343 | 0 |
| Aug 2022 | $13.7B | $13.3B | $426.9M | 343 | 0 |
| Jul 2022 | $13.8B | $13.4B | $373.4M | 343 | 0 |
| Jun 2022 | $13.8B | $13.4B | $373.4M | 343 | 0 |
| Mar 2022 | $13.8B | $13.4B | $373.4M | 343 | 0 |
| Feb 2022 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Feb 2022 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Dec 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Nov 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Sep 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Sep 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Aug 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Jul 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Jun 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Mar 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Mar 2021 | $10.1B | $9.9B | $188.7M | 218 | 0 |
| Feb 2021 | $8.6B | $8.3B | $336.1M | 203 | 0 |
| Dec 2020 | $8.6B | $8.3B | $336.1M | 203 | 0 |
| Sep 2020 | $8.6B | $8.3B | $336.1M | 203 | 0 |
| Jul 2020 | $8.1B | $7.9B | $220.5M | 203 | 0 |
| Jun 2020 | $8.1B | $7.9B | $220.5M | 203 | 0 |
| Apr 2020 | $8.1B | $7.9B | $220.5M | 203 | 0 |
| Mar 2020 | $8.1B | $7.9B | $220.5M | 203 | 0 |
| Jan 2020 | $4.2B | $4.1B | $127.6M | 123 | 19 |
| Oct 2019 | $4.2B | $4.1B | $127.6M | 123 | 19 |
| Oct 2019 | $4.2B | $4.1B | $127.6M | 123 | 19 |
| Sep 2019 | $4.2B | $4.1B | $127.6M | 123 | 19 |
| Aug 2019 | $3.5B | $3.3B | $129.4M | 123 | 19 |
| Apr 2019 | $3.5B | $3.3B | $129.4M | 123 | 19 |
| Apr 2019 | $3.5B | $3.3B | $129.4M | 123 | 19 |
| Mar 2019 | $3.5B | $3.3B | $129.4M | 123 | 19 |
| Mar 2019 | $3.5B | $3.3B | $129.4M | 123 | 19 |
| Nov 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Sep 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Sep 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Jul 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Jul 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| May 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| May 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Mar 2018 | $2.5B | $2.4B | $132.3M | 70 | 0 |
| Nov 2017 | $2.1B | $2B | $109.9M | 70 | 0 |
| Oct 2017 | $2.1B | $2B | $109.9M | 70 | 0 |
| Aug 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Aug 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Aug 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Aug 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| May 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Mar 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Mar 2017 | $2.1B | $2B | $109.9M | 70 | 8,600 |
| Jun 2016 | $2B | $1.8B | $134.8M | 71 | 8,000 |
| Mar 2016 | $2B | $1.8B | $134.8M | 71 | 8,000 |
| Sep 2015 | $1.8B | $1.7B | $125.5M | 66 | 7,500 |
| Mar 2015 | $1.8B | $1.7B | $125.5M | 66 | 7,500 |
| Feb 2015 | $1.8B | $1.7B | $125.5M | 66 | 7,500 |
| Jan 2015 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Sep 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Sep 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Aug 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Jun 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| May 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Mar 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Mar 2014 | $1.6B | $1.5B | $105.8M | 70 | 3,442 |
| Jan 2014 | $1.4B | $1.3B | $72.5M | 36 | 3,072 |
| Oct 2013 | $1.4B | $1.3B | $72.5M | 36 | 3,072 |
| Sep 2013 | $1.4B | $1.3B | $72.5M | 36 | 3,072 |
| Aug 2013 | $1.4B | $1.3B | $72.5M | 36 | 3,072 |
| Aug 2013 | $1.2B | $1.2B | $12.5M | 36 | 3,072 |
| Jul 2013 | $1.2B | $1.2B | $12.5M | 36 | 3,072 |
| Apr 2013 | $1.2B | $1.2B | $12.5M | 36 | 3,072 |
| Mar 2013 | $1.2B | $1.2B | $12.5M | 36 | 3,072 |
| Dec 2012 | $960.8M | $953.3M | $7.6M | 21 | 2,654 |
| Sep 2012 | $960.8M | $953.3M | $7.6M | 11 | 2,654 |
| Apr 2012 | $960.8M | $953.3M | $7.6M | 11 | 2,654 |
| Feb 2012 | $960.8M | $953.3M | $7.6M | 11 | 2,654 |
| Nov 2011 | $793.9M | $787.5M | $6.5M | 11 | 2,647 |
| Aug 2011 | $793.9M | $787.5M | $6.5M | -- | -- |
| May 2011 | $793.9M | $787.5M | $6.5M | -- | -- |
| Mar 2011 | $793.9M | $787.5M | $6.5M | -- | -- |
| Mar 2011 | $526.4M | $521.3M | $5.1M | -- | -- |
| Jan 2011 | $526.4M | $521.3M | $5.1M | -- | -- |
| Jan 2008 | $26.3M | $22.7M | $3.6M | -- | -- |
| Dec 2007 | $26.3M | $22.7M | $3.6M | -- | -- |
| Oct 2007 | $26.3M | $22.7M | $3.6M | -- | -- |
| Oct 2007 | $26.3M | $22.7M | $3.6M | -- | -- |
DateDec 2025
Total AUM$25.1B
Discretionary$24.8B
Non-Disc.$265.9M
Employees466
Clients0
DateJul 2025
Total AUM$25.1B
Discretionary$24.8B
Non-Disc.$265.9M
Employees466
Clients0
DateMay 2025
Total AUM$25.1B
Discretionary$24.8B
Non-Disc.$265.9M
Employees466
Clients0
DateMar 2025
Total AUM$25.1B
Discretionary$24.8B
Non-Disc.$265.9M
Employees466
Clients0
DateMar 2025
Total AUM$25.1B
Discretionary$24.8B
Non-Disc.$265.9M
Employees466
Clients0
DateDec 2024
Total AUM$19.3B
Discretionary$18.6B
Non-Disc.$712.1M
Employees392
Clients0
DateDec 2024
Total AUM$19.3B
Discretionary$18.6B
Non-Disc.$712.1M
Employees392
Clients0
DateOct 2024
Total AUM$19.3B
Discretionary$18.6B
Non-Disc.$712.1M
Employees392
Clients0
DateMay 2024
Total AUM$19.3B
Discretionary$18.6B
Non-Disc.$712.1M
Employees392
Clients0
DateMar 2024
Total AUM$19.3B
Discretionary$18.6B
Non-Disc.$712.1M
Employees392
Clients0
DateNov 2023
Total AUM$17B
Discretionary$16.4B
Non-Disc.$577.7M
Employees343
Clients0
DateJul 2023
Total AUM$17B
Discretionary$16.4B
Non-Disc.$577.7M
Employees343
Clients0
DateApr 2023
Total AUM$14.9B
Discretionary$14.4B
Non-Disc.$513.4M
Employees343
Clients0
DateMar 2023
Total AUM$14.9B
Discretionary$14.4B
Non-Disc.$513.4M
Employees343
Clients0
DateAug 2022
Total AUM$13.7B
Discretionary$13.3B
Non-Disc.$426.9M
Employees343
Clients0
DateJul 2022
Total AUM$13.8B
Discretionary$13.4B
Non-Disc.$373.4M
Employees343
Clients0
DateJun 2022
Total AUM$13.8B
Discretionary$13.4B
Non-Disc.$373.4M
Employees343
Clients0
DateMar 2022
Total AUM$13.8B
Discretionary$13.4B
Non-Disc.$373.4M
Employees343
Clients0
DateFeb 2022
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateFeb 2022
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateDec 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateNov 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateSep 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateSep 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateAug 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateJul 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateJun 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateMar 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateMar 2021
Total AUM$10.1B
Discretionary$9.9B
Non-Disc.$188.7M
Employees218
Clients0
DateFeb 2021
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$336.1M
Employees203
Clients0
DateDec 2020
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$336.1M
Employees203
Clients0
DateSep 2020
Total AUM$8.6B
Discretionary$8.3B
Non-Disc.$336.1M
Employees203
Clients0
DateJul 2020
Total AUM$8.1B
Discretionary$7.9B
Non-Disc.$220.5M
Employees203
Clients0
DateJun 2020
Total AUM$8.1B
Discretionary$7.9B
Non-Disc.$220.5M
Employees203
Clients0
DateApr 2020
Total AUM$8.1B
Discretionary$7.9B
Non-Disc.$220.5M
Employees203
Clients0
DateMar 2020
Total AUM$8.1B
Discretionary$7.9B
Non-Disc.$220.5M
Employees203
Clients0
DateJan 2020
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$127.6M
Employees123
Clients19
DateOct 2019
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$127.6M
Employees123
Clients19
DateOct 2019
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$127.6M
Employees123
Clients19
DateSep 2019
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$127.6M
Employees123
Clients19
DateAug 2019
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$129.4M
Employees123
Clients19
DateApr 2019
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$129.4M
Employees123
Clients19
DateApr 2019
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$129.4M
Employees123
Clients19
DateMar 2019
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$129.4M
Employees123
Clients19
DateMar 2019
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$129.4M
Employees123
Clients19
DateNov 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateSep 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateSep 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateJul 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateJul 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateMay 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateMay 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateMar 2018
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$132.3M
Employees70
Clients0
DateNov 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients0
DateOct 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients0
DateAug 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateAug 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateAug 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateAug 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateMay 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateMar 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateMar 2017
Total AUM$2.1B
Discretionary$2B
Non-Disc.$109.9M
Employees70
Clients8,600
DateJun 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.8M
Employees71
Clients8,000
DateMar 2016
Total AUM$2B
Discretionary$1.8B
Non-Disc.$134.8M
Employees71
Clients8,000
DateSep 2015
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$125.5M
Employees66
Clients7,500
DateMar 2015
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$125.5M
Employees66
Clients7,500
DateFeb 2015
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$125.5M
Employees66
Clients7,500
DateJan 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateSep 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateSep 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateAug 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateJun 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateMay 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateMar 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateMar 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$105.8M
Employees70
Clients3,442
DateJan 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.5M
Employees36
Clients3,072
DateOct 2013
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.5M
Employees36
Clients3,072
DateSep 2013
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.5M
Employees36
Clients3,072
DateAug 2013
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.5M
Employees36
Clients3,072
DateAug 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.5M
Employees36
Clients3,072
DateJul 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.5M
Employees36
Clients3,072
DateApr 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.5M
Employees36
Clients3,072
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.5M
Employees36
Clients3,072
DateDec 2012
Total AUM$960.8M
Discretionary$953.3M
Non-Disc.$7.6M
Employees21
Clients2,654
DateSep 2012
Total AUM$960.8M
Discretionary$953.3M
Non-Disc.$7.6M
Employees11
Clients2,654
DateApr 2012
Total AUM$960.8M
Discretionary$953.3M
Non-Disc.$7.6M
Employees11
Clients2,654
DateFeb 2012
Total AUM$960.8M
Discretionary$953.3M
Non-Disc.$7.6M
Employees11
Clients2,654
DateNov 2011
Total AUM$793.9M
Discretionary$787.5M
Non-Disc.$6.5M
Employees11
Clients2,647
DateAug 2011
Total AUM$793.9M
Discretionary$787.5M
Non-Disc.$6.5M
Employees--
Clients--
DateMay 2011
Total AUM$793.9M
Discretionary$787.5M
Non-Disc.$6.5M
Employees--
Clients--
DateMar 2011
Total AUM$793.9M
Discretionary$787.5M
Non-Disc.$6.5M
Employees--
Clients--
DateMar 2011
Total AUM$526.4M
Discretionary$521.3M
Non-Disc.$5.1M
Employees--
Clients--
DateJan 2011
Total AUM$526.4M
Discretionary$521.3M
Non-Disc.$5.1M
Employees--
Clients--
DateJan 2008
Total AUM$26.3M
Discretionary$22.7M
Non-Disc.$3.6M
Employees--
Clients--
DateDec 2007
Total AUM$26.3M
Discretionary$22.7M
Non-Disc.$3.6M
Employees--
Clients--
DateOct 2007
Total AUM$26.3M
Discretionary$22.7M
Non-Disc.$3.6M
Employees--
Clients--
DateOct 2007
Total AUM$26.3M
Discretionary$22.7M
Non-Disc.$3.6M
Employees--
Clients--