Phoenix, AZ Office

Team
Updated today

Client AUM

$32,229,853,025

Clients

28,786

Advisors

3

Of 309 advisors across 43 offices

Location

11240 N Tatum Blvd, Suite 110

Phoenix AZ 85028

Advisors at this office

3

Advisors at this office

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Miguel M

Series 63, Series 66

Phoenix, AZ

Allworth financial, L.P.

Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Allworth and AW Securities in 2026, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026, and at Pathways Financial Partners from 2017 to 2019. He also has experience at the University of Arizona College of Pharmacy and the University of Arizona. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs proprietary technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Kelly R

Series 63, Series 65

Phoenix, AZ

Allworth financial, L.P.

Kelly Richards is a financial advisor at Allworth Financial, L.P. in Phoenix, AZ, holding Series 63 and Series 65 credentials with 21 years of industry experience. Prior to joining Allworth Financial in 2021, Richards worked at First Allied Advisory Services and BHF RG Capital, among other firms. Outside of advisory work, Richards is a managing member of Dynamite Office Holdings, LLC, and a partner in It's Happening, LLC, both real estate-related entities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios combining various model strategies, including specialized ETF approaches, and utilizes technology to manage held-away retirement accounts without client login credentials.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Brent S

CFP®, Series 63

Phoenix, AZ

Allworth financial, L.P.

Brent Sayler is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Phoenix, AZ. He previously worked at The Vanguard Group, Inc. and operated his own advisory practice before joining Allworth Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies, including core-satellite, index allocations, and options-based overlays, and operates a specialized Airline division focused on airline industry employees.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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