St. Louis, MO Office

Team
Updated today
Allworth financial, L.P. logo

Allworth financial, L.P.

Enterprise

Firm-wide stats for Allworth financial, L.P.

Total advisors

328

Across 44 offices

Clients per advisor

88 High

Avg AUM per client

$1,119,636 High

HNW client ratio

32% High

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

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing

Based on Allworth financial, L.P.

Occupation focus

Airline Pilot Retired Founder/Business Owner

Based on Allworth financial, L.P.

Demographic focus

Christian Faith Based

Based on Allworth financial, L.P.

Location

3 Cityplace Dr, Suite 290

St. Louis MO 63141

Advisors at this office

5

Advisors at this office

user avatar

Matthew R

Series 65

St Louis, MO

Allworth financial, L.P.

Matthew Redfering is a financial advisor at Allworth Financial, L.P. He holds a Series 65 designation and has one year of industry experience. Prior to joining Allworth Financial, he worked in various roles including positions at Sunset Transportation and Potter Brothers Enterprises. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through multiple channels, employing both quantitative and qualitative analysis to provide customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
user avatar

Dexter L

Series 66

St. Louis, MO

Allworth financial, L.P.

Dexter Lamb is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, holding a Series 66 designation with seven years of industry experience. His career includes roles at LPL Financial, Morgan Stanley Private Bank, and Morgan Stanley, as well as eight years at Enterprise Holdings prior to entering financial services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and education through various channels. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across a range of asset classes and specialist portfolios.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
user avatar

William M

ChFC®, Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

William Macher is a financial advisor at Allworth Financial, L.P. with 43 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior firms include LPL Financial, National Planning Corporation, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Renee N

Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

Renee Nenninger is a financial advisor at Allworth Financial, L.P. in St. Louis, MO, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2022, with prior experience at AW Securities, LPL Financial, National Planning Corporation, and JM Horseman Group LLC. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies and offers model and specialist portfolios, while also managing private funds and providing educational resources.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
user avatar

John H

Series 63, Series 65

St. Louis, MO

Allworth financial, L.P.

John Horseman is a financial advisor with Allworth Financial, L.P. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes positions at LPL Financial, National Planning Corporation, and Prudential Equity Group. He serves as President of the Board of Commissioners at the St. Louis Art Museum and is a trustee at the Phoenix Art Museum. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning, portfolio management, and retirement plan consulting, utilizing a combination of quantitative and qualitative analysis through an Investment Committee to develop customized strategies across multiple asset classes.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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