Tucson, AZ 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
3430 E Sunrise Dr, Suite 220
Tucson AZ 85718
Advisors at this office
4
Advisors at this office
Patrick B
Series 63, Series 65
Tucson, AZ
Allworth financial, L.P.
Patrick Bauer is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JP Morgan Chase Bank and Equitable Financial Life Insurance Co. Bauer is based in Tucson, AZ. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds, combining quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies.
Blake D
CFP®, Series 65
Tucson, AZ
Allworth financial, L.P.
Blake Davelaar is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Allworth Financial since 2020 and previously worked at Pathways Financial Partners, Inc. from 2015 to 2020. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and manages private funds, combining quantitative and qualitative analysis to implement customized investment strategies.
Brian M
Series 63, Series 65
Tucson, AZ
Allworth financial, L.P.
Brian Murphy is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020. Prior to that, he was involved with My Pathway, LLC and Pathways Financial Partners, Inc. He is a limited partner and investor in Saunders Amos LLC, a non-investment related business. Allworth Financial serves individual and high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning, portfolio management, retirement consulting, and education through various channels, using both quantitative and qualitative investment analysis to offer customized strategies.
Karl P
Series 65
Tucson, AZ
Allworth financial, L.P.
Karl Petersen is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. He holds a Series 65 credential and previously worked at RAA for four years. In addition to his advisory work, Petersen has a long-standing career as an airline pilot, transporting passengers and cargo internationally. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering wealth planning and portfolio management through a combination of quantitative and qualitative analysis. The firm employs customized investment strategies and provides educational resources such as newsletters, podcasts, and seminars.
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