Skip to content.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Durham, NC

3917 University Drive
Suite 200
Durham, NC 27707
Hours: 8am–5pm, M-F

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Durham Location

At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our approach when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years on the air, and thousands of broadcasts, Money Matters is one of the longest running financial topic programs in America.

And our passion for no-nonsense, straightforward financial education doesn’t stop on the air. You’ll also find this same honest and direct approach from the dedicated and experienced team in our Durham office.

Our team in Durham has been faithfully providing fiduciary investment management and financial planning advice to individuals and families throughout North Carolina for over a decade.  

Conveniently located just off U.S. Route 501 at 3917 University Drive, Suite #200, our Durham team offers you personalized, experienced guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • IRA Rollovers
  • Pension Analysis
  • And Estate, Legacy & Long-Term Care Guidance

Meet Our Financial Advisory Team

Latest Insights

blue line
05/23/2024

3 Fresh Ideas to Help Boost Your Employees’ Retirement Savings

Innovative and creative approaches to help your company stand out while improving workers’

05/23/2024

How underspending (yes, underspending) can ruin retirement

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

05/09/2024

3 common retirement planning mistakes

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

{button_link={url={type=EXTERNAL, content_id=null, href=/articles, href_with_scheme=/articles}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
btnId =
See More