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Top 3 financial advisor firms in Durango

3 SEC-registered financial advisor firms are headquartered in Durango, CO, with $951M in combined regulatory assets under management. The largest by assets are Family Financial Solutions Group ($501M), Red Mountain Financial Partners ($226M) and McAlvany Wealth Management ($224M).

3
Financial advisor firms
$951M
Their combined AUM
$226M
Median firm AUM
998
Clients of the top 3

The 3 largest by assets

  1. 1
    Family Financial Solutions Group

    RIA

    $501M

  2. 2
    Red Mountain Financial Partners

    RIA

    $226M

  3. 3
    McAlvany Wealth Management

    RIA

    $224M

Profiles of the top 3

No. 1 · RIA

Family Financial Solutions Group

Family Financial Solutions Group is an investment adviser based in Durango, CO, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $501 million, as filed on 10 March 2026.

Regulatory AUM
$501M
Clients
20
Advisory staff
1
Headquarters
270 East College Drive, Suite 100, Durango, CO 81301
Phone
970-259-1040

No. 2 · RIA

Red Mountain Financial Partners

Red Mountain Financial Partners is an investment adviser based in Durango, CO, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $226 million, as filed on 9 March 2026.

Red Mountain Financial Partners charges up to 1.50% a year for its Asset Management.

Regulatory AUM
$226M
Clients
314
Advisory staff
3
Fee schedule
Up to 1.50% a year
Custodians
Private Trust
Headquarters
555 Rivergate Lane - Suite B1-107, Durango, CO 81301
Phone
970-259-1313

No. 3 · RIA

McAlvany Wealth Management

McAlvany Wealth Management is an investment adviser based in Durango, CO, registered with the SEC since 2010. It provides investment management. Its clients include individuals, corporations and other businesses, and other investment advisers. Its regulatory assets under management total $224 million, as filed on 2 September 2026.

McAlvany Wealth Management charges 0.70%–1.50% a year for its Individual portfolio management.

Regulatory AUM
$224M
Clients
664
Advisory staff
5
Fee schedule
0.70% to 1.50% a year
Minimum account
$350,000
Custodians
Charles Schwab
Headquarters
166 Turner DR, Durango, CO 81301
Phone
866-211-8970
Website
mcalvany.com

Questions about financial advisors in Durango

How many financial advisor firms are headquartered in Durango?

3 SEC-registered financial advisor firms report their principal office in Durango, CO, managing $951M in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Durango?

Family Financial Solutions Group, with $501M in regulatory assets under management on its latest Form ADV. The next largest are Red Mountain Financial Partners ($226M) and McAlvany Wealth Management ($224M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Durango?

The median firm manages $226M in regulatory assets. That is the midpoint of the 3 firms headquartered in Durango.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Durango?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Durango has 3 financial advisor firms; see every adviser in the city →

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