Rialytix insights

Largest RIA Firms in Durango, Colorado by AUM

Explore registered investment advisers headquartered in Durango, Colorado, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 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 Sep 2026	+$87.2M+63.6%	+$146.3M+187.6%	+$164.3M+274.1%	+$95.8M+74.6%	-1 employees-16.7% over 3Y	+272 accounts+69.4% 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 sufficient historical filing data is unavailable for the lookback period.