Patrick McGrath
Financial advisor at Allworth Financial, LP · Folsom, CA
Last updated 2026-10-10
Claim your profilePatrick McGrath is a financial advisor at Allworth Financial, LP in Folsom, CA, CRD 6974803. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2024-01-09.
Registration
- CRD number
- 6974803
- Registration status
- Active
- IAPD registration
- 2024-01-09
- Industry Experience
- 2 years
- Work Experience
- 12 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 66
Work history
- 2014-08 to 2018-05 · University of San Diego · San Diego, CA
- 2018-07 to 2022-06 · The Vanguard Group, Inc. · Scottsdale, AZ
- 2017-05 to 2018-06 · Hall Private Wealth Advisors · Solana Beach, CA
- 2022-06 to 2023-12 · The Vanguard Group, Inc. · Malvern, PA
- 2023-12 to Present · Aw Securities · Folsom, CA
- 2023-12 to Present · Allworth Financial, LLC · Folsom, CA
Current employment
- Allworth Financial, LP · Folsom, CA
Allworth Financial, LP
- Regulatory AUM
- $33,554,007,293
- Registered advisors
- 317
- Offices
- 93
- Clients per advisor
- 92.4 (Moderate)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 31.7% (Moderate)
Allworth Financial, LP: advisors, services and reported ETF investments
About
Patrick McGrath is a financial advisor at Allworth Financial, LP in Folsom, CA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history.
Allworth Financial, LP's firm-level Form ADV reports 317 advisors across 93 offices; approximately 92.4 clients per advisor, average assets per client of $1,145,305, and regulatory AUM of $33.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $17.7B across 1,114 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick McGrath personally.
Reported ETF positions
Allworth Financial reports 1,114 ETF positions worth $17.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $2.5B |
| BND — Vanguard Total Bond Market ETF | $1.4B |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $1.3B |
| BSV — Vanguard Short-Term Bond ETF | $1.2B |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $1.1B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Allworth Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $119.3M | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $32.5M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $486.9M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Allworth Financial, LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
340 Palladio Pkwy., Folsom, CA 95630
257 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 916-482-2196
- Website: allworthfinancial.com
- Youtube
Official record
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