A complete list of active advisors currently associated with Dillon & Associates Inc

Warmer can help you find a great advisor at Dillon & Associates Inc or one who fits your needs even better.

Dillon & Associates provides ongoing investment management to individuals (including high‑net‑worth clients), trusts, nonprofit organizations, and retirement plan sponsors, typically requiring an account size of at least $250,000. The firm’s services focus on security‑level recommendations and portfolio management across individual equities, corporate and municipal bonds, U.S. government securities, and certificates of deposit. The firm’s investment approach emphasizes fundamental analysis of individual stocks and a long‑term holding orientation, with portfolios tailored to client objectives and preferences (for example, dividend income versus growth). Recommendations are generally discussed with clients prior to execution, and the brochure discloses that of roughly $916.4 million in assets under management, about $164.2 million is managed on a discretionary basis, so most client assets are handled non‑discretely; the firm may exercise discretion for certain retirement plans under ERISA when engaged as a plan fiduciary. Noteworthy features include a relatively large amount of assets managed by a compact advisory team, producing an unusually high AUM per advisor for a firm of this structure. Dillon operates on a fee‑only basis, typically requires clients to designate their own brokers (directed brokerage) and generally does not aggregate client trades; the firm also discloses a potential conflict involving occasional recommendations of fixed‑income securities through JW Korth & Company due to a related former employee, with such relationships disclosed to clients.

To learn more about the advisors currently working at Dillon & 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.