Please note that our offices will be closed on Monday, September 4th in observance of Labor Day. Normal business hours will resume on Tuesday, September 5th.

Durham, NC

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

97% of Clients Stay With Us2

22,000+ Clients

Best in Class Advisors


Best in Class Ethics


30 Years in Business

$17 billion AUM4

Top 100 RIA Firm


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

Latest Insights

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How to define investment fads and why you must avoid them

Allworth Co-CEO Pat McClain explains fad investments and how a fiduciary advisor helps you avoid them.


Should You Add an Automatic Safe Harbor IRA to Your Plan?

High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks.


6 types of insurance, explained

Insurance – of any kind – can be confusing, especially when you take into account all the different policy types and industry jargon. Which is why Allworth Co-CEO Scott Hanson is here to help. He shares the essential must-knows about six of the most common types of insurance.