Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
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
InvestmentNews5
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
