D.f. Dent And Company, Inc.

D.f. Dent And Company, Inc. (CRD# 105179) is a financial advisory firm headquartered in Baltimore, MD. They manage $3,899,804,112 in 900 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,900
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $4,333,116
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, IA, IL, LA, MA, MD, ME, MO, NH, NJ, NY, OR, PA, TX, VA

Financial Advisors at D.f. Dent And Company, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sutherland C. Ellwood
CRD#: 4347499
2 E. Read Street, Baltimore, MD 21202
93
Wealthminder
score

Sutherland Ellwood (CRD# 4347499) is an Investment Advisor Representative working at D.f. Dent And Company, Inc. in Baltimore, MD and has over 16 years of experience in the finance industry.

2
Daniel F. Dent
CRD#: 4347484
2 E. Read Street, Baltimore, MD 21202
90
Wealthminder
score

Daniel Dent (CRD# 4347484) is an Investment Advisor Representative working at D.f. Dent And Company, Inc. in Baltimore, MD and has 1 year of experience in the finance industry.

3
Thomas F. O'neil
CRD#: 4347510
2 East Read Street, Baltimore, MD 21202
90
Wealthminder
score

Thomas O'neil (CRD# 4347510) is an Investment Advisor Representative working at D.f. Dent And Company, Inc. in Baltimore, MD and has 1 year of experience in the finance industry.

4
Linda W. McCleary
CRD#: 1837893
2 East Read Street, Baltimore, MD 21202
87
Wealthminder
score

Linda McCleary (CRD# 1837893) is an Investment Advisor Representative working at D.f. Dent And Company, Inc. in Baltimore, MD and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.