AdvisorGrade

Financial advisers in Durango, CO

6 registered investment adviser firms in Durango managing $4.7B in assets, based on public SEC Form ADV filings.

Swan Global Investments, LLC

Durango, CO · Est. 2010

Regional
Fee-only
AUM
$2.4B
Per adviser
$478M
Advisers
5

No reported disclosures

Swan Capital Management, LLC

Durango, CO · Est. 2012

Local
Fee-only
AUM
$1.3B
Per adviser
$1.3B
Advisers
1

No reported disclosures

Family Financial Solutions Group, LLC

Durango, CO · Est. 2014

Local
Fee-only
AUM
$501M
Per adviser
$501M
Advisers
1

No reported disclosures

Red Mountain Financial Partners

Durango, CO · Est. 2022

Local
Fee-based
AUM
$226M
Per adviser
$75M
Advisers
3

No reported disclosures

Mcalvany Wealth Management, LLC

Durango, CO · Est. 2010

Local
Fee-only
AUM
$224M
Per adviser
$45M
Advisers
5

No reported disclosures

Swan Wealth Advisors, LLC

Durango, CO · Est. 2018

Local
Fee-based
AUM
$98M
Per adviser
$49M
Advisers
2

No reported disclosures