Rialytix insights

Top RIA Firms in Durango, Colorado

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Durango, Colorado. This hub covers 6 matching firms with $4.7B in total reported AUM and median AUM of $363.2M.

Firms

Matching current profiles

Total AUM

$4.7B

Reported regulatory AUM

Median AUM

$363.2M

Across firms with AUM

Largest firm

$2.4B

Swan Global Investments, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Swan Global Investments, LLC CRD 114669 · Limited Liability Company	DURANGO, CO	$2.4B Mar 2026	+$282.2M+13.4%	-$157.0M-6.2%	+$180.4M+8.2%	+$2.3B+2101.1%	+1 employees+6.3% over 3Y	-1,743 accounts-58.6% over 3Y
2. Swan Capital Management, LLC CRD 164280 · Limited Liability Company	DURANGO, CO	$1.3B Mar 2026	-$84.4M-6.1%	-$241.6M-15.7%	-$647.4M-33.2%	—	-4 employees-44.4% over 3Y	+2 accounts+33.3% over 3Y
3. Family Financial Solutions Group, LLC CRD 172725 · Limited Liability Company	DURANGO, CO	$500.7M Mar 2026	+$149.3M+42.5%	+$134.1M+36.6%	+$165.1M+49.2%	—	0 employees+0.0% over 3Y	-9 accounts-31.0% over 3Y
4. Red Mountain Financial Partners CRD 174672 · Limited Liability Company	DURANGO, CO	$225.6M Mar 2026	+$28.7M+14.6%	+$104.5M+86.3%	—	+$96.7M+75.1%	0 employees+0.0% over 3Y	+127 accounts+24.8% over 3Y
5. Mcalvany Wealth Management, LLC CRD 146021 · Limited Liability Company	DURANGO, CO	$224.2M Mar 2026	+$132.3M+143.9%	+$155.8M+227.7%	+$179.9M+406.1%	+$95.8M+74.6%	-2 employees-28.6% over 3Y	+419 accounts+171.0% over 3Y
6. Swan Wealth Advisors, LLC CRD 292755 · Limited Liability Company	DURANGO, CO	$98.0M Mar 2026	+$12.3M+14.4%	+$11.0M+12.7%	+$32.2M+48.8%	—	0 employees+0.0% over 3Y	+16 accounts+51.6% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.