A complete list of active advisors currently associated with D.F. Dent and Company, Inc.

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D.F. Dent and Company provides discretionary investment management and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and municipalities. The firm also serves registered investment companies, collective investment trusts, and other investment advisers, and it manages several proprietary growth strategies and mutual funds. The firm employs a team-based investment process with fundamental, technical, and cyclical analysis to construct equity and fixed-income portfolios across market capitalizations, and it conducts at least quarterly account reviews and client reporting. D.F. Dent delivers models to unified managed account (UMA) and wrap platforms and accepts sub‑advisory roles in which the firm provides model management while the platform sponsor executes trades and interacts with end clients. Notably, D.F. Dent acts as investment manager for multiple DF Dent mutual funds, serves as sub‑adviser in a number of UMA programs (currently managing models for 16 UMA programs), and manages pooled vehicles and CITs for outside managers—activities that are less common among multi‑team peers. The firm reports approximately $7.9 billion in discretionary assets under management and routinely supports outside sponsors and investment companies in addition to its direct client relationships.

To learn more about the advisors currently working at D.F. Dent and Company, Inc., 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.