Top financial advisors in Durango, CO
We've curated a list of the best financial advisors in Durango, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,202,238,420 Number of advisors 18 advisors | |||
| 2 | Assets under management $76,085,425 Number of advisors 4 advisors | |||
| 3 | Assets under management $1,194,660,143 Number of advisors 7 advisors | |||
| 4 | Assets under management $69,508,177 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Durango, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Swan Global Investments, LLC
Swan Global Investments, LLC, established in 1997, is an independent SEC Registered Investment Advisor based in Durango, CO. The firm specializes in offering and managing The Defined Risk Strategy for individuals, institutions, and other investment advisor firms. Swan provides discretionary investment management through the Defined Risk Strategy, designed to protect investors from market declines, provide income in various market conditions, and benefit from market appreciation. The firm manages assets totaling $2.4 billion as of March 1, 2025, across Separately Managed Accounts, Overlay Accounts, mutual funds, and ETFs. Clients can invest with a minimum account size of $250,000, which may be waived at the firm's discretion. Swan charges a negotiable asset-based fee ranging from 0.50% to 1.25% per annum, applied on a daily, monthly, or quarterly basis. The firm acts as a sub-advisor to other advisors for their clients, providing substantially similar management to wrap fee clients. Swan does not sponsor wrap fee programs but participates in programs where its strategy is incorporated. Swan's investment philosophy is centered on the Defined Risk Strategy, utilizing hedged equity index-based strategies with an option income component to manage risk and returns. The firm's investment team oversees the portfolio management process, with a focus on risk management and trade execution. Swan emphasizes the importance of risk mitigation through options and diversification, aiming to provide downside protection and positive returns in various market conditions.
$2,202,238,420 under management
18 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Intelligent Investment Management,llp
Intelligent Investment Management, LLP is a registered investment adviser founded in 1997, based in Durango, CO. The firm specializes in providing personalized investment management services to individuals, families, trusts, partnerships, estates, charitable organizations, and small businesses across the United States. They offer fee-only services, focusing on long-term investment strategies based on financial planning goals. The firm does not sell or affiliate with firms selling commissioned products and does not act as a custodian of client assets. Clients have the option to impose restrictions on investments. The firm's investment management fee is based on a percentage of assets under management, with a minimum annual fee of $2,000. They offer a diversified portfolio approach, including allocations to domestic equities, alternative equities, and alternative income investments. The firm's investment strategies incorporate security analysis methods such as fundamental, technical, and cyclical analysis. Intelligent Investment Management, LLP prioritizes client protection and compliance with industry regulations, actively participating in training and conferences to maintain high standards of financial integrity and client protection. The firm's team includes experienced professionals with certifications such as Certified Financial Planner™ (CFP®), Accredited Portfolio Management AdvisorSM (APMA®), and Accredited Wealth Management AdvisorSM (AWMA®). For more information, clients can contact James Brost at (970) 403-1234 or visit www.IntelligentIM.com.
$76,085,425 under management
4 advisors
Fee structure
A percentage of assets under your management
NEW CLIENT ACCEPTANCE FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Swan Capital Management, LLC
Swan Capital Management, LLC is a financial advisory firm based in Durango, Colorado. It currently has approximately $1,194,660,143 of assets under management and employs about 7 people. Swan Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
$1,194,660,143 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Swan Wealth Advisors, LLC
Swan Wealth Advisors, LLC is an SEC Registered Investment Advisor established in 1997, offering investment management services through its Defined Risk Strategy. The firm is headquartered in Durango, CO, and is wholly owned by Swan Global Holdings (US) LLC. Swan specializes in hedged equity index-based strategies designed to protect against market declines while aiming to benefit from market appreciation. The firm provides discretionary investment management services to individuals, institutions, trusts, pension plans, corporations, and family offices, with a minimum account size of $250,000. Swan charges a negotiable asset-based fee ranging from 0.50% to 1.25% per annum, applied on a daily, monthly, or quarterly basis. The firm does not sponsor wrap fee programs but may participate in third-party advisor relationships that incorporate the Defined Risk Strategy. Swan does not charge performance-based fees and acts as a fiduciary in the best interests of its clients. The firm does not have custody of client funds or securities, and clients grant Swan investment discretion over their accounts. Swan does not vote client securities proxies and generally does not vote proxies on behalf of clients. The firm does not require or solicit prepayment of fees exceeding $1,200 per client, six months or more in advance, and there are no financial conditions likely to impair the firm's ability to meet contractual commitments to clients. Swan is an SEC registered advisor and does not provide investment advice on behalf of state-registered advisors.
$69,508,177 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Family Office Advisory
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Durango, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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