A complete list of active advisors currently associated with Delta Asset Management, LLC

Warmer can help you find a great advisor at Delta Asset Management, LLC or one who fits your needs even better.

Delta provides ongoing, discretionary investment advisory and financial planning services to a mix of individuals (including high‑net‑worth clients), institutional accounts, trusts, estates, and state and municipal government entities. Services described in the brochure include discretionary portfolio management across equity, fixed income and balanced strategies, monitoring of legacy positions, and management of college savings (529) plans. The firm manages client portfolios using a model portfolio as an allocation guide, applying fundamental analysis and a long‑term purchase orientation while tailoring asset allocation to each client’s objectives, time horizon and risk tolerance. Delta accepts client‑imposed restrictions on investments, can manage accounts on a discretionary basis, and advises clients to consult tax professionals because of potential tax implications of its strategies. Delta is affiliated through its parent company with a broker‑dealer (Hightower Securities), multiple trust companies (Hightower Trust Company, NA and Hightower Trust Company of Illinois), several other registered investment advisers, and an accounting/tax affiliate (GMS Surgent), and it participates in wrap‑fee programs sponsored by LPL Financial. The firm reports approximately $1.528 billion in discretionary assets and explicitly lists state and municipal government entities among its clients, a client mix and asset scale that results in a higher AUM‑per‑advisor profile relative to many peer team firms.

To learn more about the advisors currently working at Delta Asset Management, LLC, 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.