A complete list of active advisors currently associated with David Wendell Associates, Inc.

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David Wendell Associates provides fee-only investment supervisory and advisory services to a broad mix of clients, including individuals and high-net-worth families, trusts, retirement accounts, charitable organizations, businesses and banks, and it also delivers investment consulting to other advisors. Its advisory business includes ongoing portfolio management for individual accounts as well as consulting engagements (about 14.4% of 2025 revenue) for institutional clients such as bank trust departments, law firms, and other investment advisers. The firm’s investment work concentrates on equities and bonds using a fundamental, company-by-company approach, categorizing issuers into seven growth buckets based on reinvestment rates and preparing written research reports to support recommendations. It supplements its equity process with a proprietary monthly statistical screen that produces Recommended Purchase and Supplemental Valuation lists and retains an external bond consultant (W.B. Smith & Company) to inform its fixed-income work. Compared with many similarly sized teams, the firm manages a relatively large asset base for a small advisory staff — over $1.33 billion in AUM spread across five portfolio managers — and maintains recurring, structured engagement with bank trust clients (for example, providing ten annual portfolio reviews and ongoing telephone consultation to a community bank trust). The firm’s custody and operational disclosures also show arrangements that allow fee deductions from institutional custody accounts and the ability to accommodate borrowing within separately managed account structures when clients authorize it.

To learn more about the advisors currently working at David Wendell Associates, 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.