A complete list of active advisors currently associated with DW Huff Advisory

Warmer can help you find a great advisor at DW Huff Advisory or one who fits your needs even better.

DW Huff Advisory is a small independent registered investment adviser operating as a solo practitioner that primarily serves individual clients while also providing portfolio management services for institutional clients, as described in its Form ADV Part 2. The brochure reports roughly $1.5 million in regulatory assets under management and a compact client roster, and the firm offers ongoing portfolio management and financial planning services. The brochure describes an investment program that can include discretionary portfolio management and integration of tax and accounting input through an affiliated accounting practice; it also states the firm sponsors a wrap fee program. It further notes the firm conducts educational seminars or workshops and may implement strategies using model allocations, third‑party managers or similar execution arrangements. Several features disclosed in the ADV are atypical for a solo independent adviser: the firm discloses prior disclosure events, sponsors a wrap fee program, and is affiliated with an accounting firm, and it also reports serving institutional clients and offering educational workshops. Taken together, those elements — an accounting affiliation plus wrap‑program sponsorship and institutional work — distinguish the firm from many peers of similar size.

To learn more about the advisors currently working at DW Huff Advisory, 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.