A complete list of active advisors currently associated with Armstrong Dixon

Warmer can help you find a great advisor at Armstrong Dixon or one who fits your needs even better.

Armstrong Dixon provides discretionary investment management and related financial planning and consulting to individuals, high‑net‑worth families, charitable organizations, small business owners and retirement plan sponsors. Its March 31, 2026 brochure reports approximately $447.5 million in assets under management, the majority managed on a discretionary basis, and the firm serves roughly 290 client relationships with a team of six advisors. The firm describes a strategic, global asset allocation approach that combines active and passive strategies, third‑party research, and risk‑management metrics to set portfolio targets and rebalance when allocations drift (the brochure notes a 15% relative drift threshold). Implementation can occur through LPL Financial programs (including centrally managed Model and SMA platforms) and independent managers, and the firm discloses use of private investment funds, alternative strategies and a quarterly investment committee that oversees models and performance. Compared with many team firms, the brochure discloses several less‑common practices: Armstrong Dixon advertises third‑party ratings and indicates it may employ leverage and derivatives within separately managed account programs. It also highlights held‑away account management via the Pontera platform, access to private fund investments and a limited, administrative use of artificial intelligence—features that meaningfully shape how the firm implements advice relative to many peers.

To learn more about the advisors currently working at Armstrong Dixon, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.