A complete list of active advisors currently associated with G. Dewayne Mcanally

Warmer can help you find a great advisor at G. Dewayne Mcanally or one who fits your needs even better.

G. DeWayne McAnally, LLC provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and business entities, managing approximately $170.1 million in client assets across roughly 399 client relationships with three advisors. Services include model‑based portfolio management (wrap, non‑wrap and web‑based programs), financial plans, and the recommendation or oversight of sub‑advisers. The firm constructs diversified portfolios using in‑house and third‑party model portfolios and monitors and rebalances accounts on an ongoing basis with at least annual formal reviews. Its investment process draws on fundamental, technical and quantitative analysis and can include options strategies, direct indexing, and access to alternative investments to accommodate tax, risk‑tolerance and customization needs. GDM’s Form ADV discloses recent material changes, including an updated AUM filing and an ownership change reported in 2025, and it serves as sponsor and portfolio manager for wrap fee programs named Navigator Plus and Pilot (though it is not accepting new wrap clients). The brochure also discloses access to a third‑party alternative‑investment platform, the firm’s use of Schwab Advisor Services (and related soft‑dollar benefits), and that certain associated persons are licensed insurance agents who may earn commissions, each noted as potential conflicts of interest.

To learn more about the advisors currently working at G. Dewayne Mcanally, 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.