Our Partners at Allworth Financial
At RAA, we’re guided by the purpose of helping clients and their families live rich and meaningful lives. And by ‘rich,’ we don’t just mean in dollars and cents (although that is a key part of what we do). Our team begins and ends each day with the goal of working with you to achieve peace of mind – the kind that allows you to focus on spending time with loved ones, building that dream home, or having more time to travel – knowing you are financially taken care of to live your best life.
To enhance our ability to deliver on that purpose, we joined forces with Allworth Financial in 2020. This partnership provides you access to an expanded and diverse team of experts in investments, taxes, estate planning, insurance, and more. Most importantly, Allworth shares our values and fiduciary approach to always putting the clients’ best interests first.
Allworth, like RAA, has been around for decades and together we’ve seen just about everything in investing and financial planning. In fact, Allworth is still run by its original founders, Scott Hanson and Pat McClain, and has won several awards over the years.
A few of the honors Allworth has received include:
Barron’s:Top 100 RIA Firms1
NBRI:Best-in-Class Advisor (Circle of Excellence Award)2
InvestmentNews: Best Places to Work3
To learn more about Allworth, we invite you to visit www.allworthfinancial.com. A few areas we recommend you take a look at are:
The Money Matters Podcast
Hosted by Scott and Pat, this is one of the longest running financial talk radio shows in the country.
RAA and Allworth have teamed up with the Ticket to Dream Foundation to provide support to foster youth across the country.
Thank you for taking the time to learn more about Allworth. We are proud to serve as the airline division of a world-class partner.
1Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron’s© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
2The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
3InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience.