A complete list of active advisors currently associated with Dorn & Co., Inc.

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

Dorn & Co., Inc. provides investment advisory and consulting services to individuals, corporations, banking institutions, pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm delivers portfolio management primarily through wrap programs and third‑party money managers made available on RBC Capital Markets’ platform. The firm generally operates on a non‑discretionary basis, using client Risk Profile Questionnaires to recommend asset allocations and model portfolios and monitoring selected strategies at least monthly; execution, custody, and performance reporting are handled through RBC and overlay managers. Clients may select among program options—including Consulting Solutions, Managed Account Program, RBC Advisor, and RBC Total Portfolio—and may grant limited discretion only in specific circumstances. Distinctive features include the firm’s dual role as a registered investment adviser and a FINRA‑registered broker‑dealer, and that its principals are registered representatives and licensed insurance agents, which can result in commission‑based compensation for brokerage or insurance transactions; the firm discloses and says it mitigates these conflicts through suitability reviews. Dorn & Co. reports approximately $61.36 million in non‑discretionary assets under management across 62 clients in a small, long‑established practice that relies on RBC’s wrap offerings and third‑party overlay managers.

To learn more about the advisors currently working at Dorn & Co., 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.