Bethesda, MD Office
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Allworth financial, L.P.
Enterprise
Firm-wide stats for Allworth financial, L.P.
About
Allworth Financial serves a wide range of clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, trusts, corporations and charitable organizations — and offers financial and wealth planning, discretionary and non‑discretionary portfolio management, qualified retirement plan consulting, and variable annuity sub‑account servicing. The firm also manages privately offered funds and provides education through newsletters, podcasts and seminars.
The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across equities, fixed income, ETFs, mutual funds, options overlays and privately offered investments, and offers a mix of model strategies (Core‑Satellite, Pure Index, buffered equity ETFs) and specialist portfolios (e.g., ESG, Christian Values, IntelliBuilD, Outlier Growth). Allworth may delegate management to third‑party advisers, runs both wrap and non‑wrap programs, and uses technology such as Pontera to monitor and rebalance held‑away retirement accounts as part of a holistic planning approach.
Distinctive features called out in the brochure include a practice of retaining acquired advisors under former trade names during transition periods and disclosing predecessor performance related to acquisitions, the firm’s airline‑industry practice (Allworth Airline Advisors), and operation of private Shorepoint funds that pay a performance‑based incentive allocation and have $250,000 minimums. The brochure also documents close affiliations with an affiliated broker‑dealer (AW Securities) and an affiliated tax/accounting practice, and describes multiple solicitation and referral arrangements (including participation in third‑party referral programs), all of which create identifiable conflicts that the firm says it manages through policies and disclosures.
Based on Allworth financial, L.P.
Expertise
Based on Allworth financial, L.P.
Location
6701 Democracy Blvd., Suite 300
Bethesda MD 20817
Advisors at this office
3
Advisors at this office
Zachary S
CFP®, Series 63
Bethesda, MD
Allworth financial, L.P.
Zachary Smythe is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe's career history also includes roles outside finance, such as at Towson University and Morton and Gettys Law Firm. Allworth Financial serves a broad client base that includes individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, employing both quantitative and qualitative investment approaches.
Arthur S
CFP®, Series 63, Series 65
Bethesda, MD
Allworth financial, L.P.
Arthur Stein III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. He previously operated Arthur Stein Financial, LLC for 14 years and has worked with firms such as SPC Financial Inc, Mass Mutual Investors Services, Guardian Life, and Cassaday & Co Inc. Outside of financial advising, he conducts workshops on investment and financial planning topics for adult education programs and is involved in independent photography. Allworth Financial serves individual and high-net-worth clients, as well as institutions, providing comprehensive financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies across a range of asset classes.
Paul C
CFA®, Series 65
Bethesda, MD
Allworth financial, L.P.
Paul Cusumano is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Allworth Financial, L.P., where he has worked since 2026. His prior experience includes positions at Arthur Stein Financial, LLC and Morgan Stanley. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to implement customized investment strategies.
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