Durham, NC

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

Nearby Meeting Locations:  While our office is located in Campbell, we have convenient meeting locations throughout the region, including in: San Jose and Los Gatos. 

Best in Class Advisors


Top 100 RIA Firm


30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work


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

Other Nearby Office Locations

2231 Old Emmorton Road
Bel Air, MD 21015
2950 Cherokee St NW
Suite 700
Kennesaw, GA 30144