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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

1919 Investment Counsel, LLC vs D.F. Dent and Company, Inc.

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

1919 Investment Counsel, LLC is the larger of the two, with $26B in regulatory assets to $7.9B at D.F. Dent and Company, Inc., 3.3 times the size of its rival, by their latest Form ADV filings. 1919 Investment Counsel, LLC reports more individual clients (4,866 vs 1,011), while D.F. Dent and Company, Inc’s clients hold more on average (about $4.5 million each against $4.1 million). Both are based in Baltimore, Maryland.

Figure1919 Investment Counsel, LLCD.F. Dent and Company, Inc.
Regulatory AUM$26B$7.9B
National rank#40#133
HeadquartersBaltimore, MarylandBaltimore, Maryland
Individual clients4,8661,011
High-net-worth clients2,653903
Average client assets$4.1 million$4.5 million
Accounts5,1691,171
Discretionary100% of AUM100% of AUM
Employees13131
Advisory staff5216
Clients per advisory employee9463
Offices91
Form ADV filed2026-08-272026-06-18

1919 Investment Counsel, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

D.F. Dent and Company, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

Questions

Which is bigger, 1919 Investment Counsel, LLC or D.F. Dent and Company, Inc.?

1919 Investment Counsel, LLC, with $26B in regulatory assets under management against $7.9B at D.F. Dent and Company, Inc. Nationally they rank #40 and #133 among 5,657 independent wealth management RIAs.

How many clients do 1919 Investment Counsel, LLC and D.F. Dent and Company, Inc. have?

1919 Investment Counsel, LLC reports 4,866 individual clients (2,653 high-net-worth) with 52 advisory employees; D.F. Dent and Company, Inc. reports 1,011 (903 high-net-worth) with 16 advisory employees.

How do 1919 Investment Counsel, LLC and D.F. Dent and Company, Inc. charge clients?

Only 1919 Investment Counsel, LLC lists fixed fees; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do 1919 Investment Counsel, LLC and D.F. Dent and Company, Inc. offer?

1919 Investment Counsel, LLC lists pension consulting; selecting other advisers; other services, which D.F. Dent and Company, Inc. does not. D.F. Dent and Company, Inc. lists portfolio management for pooled investment vehicles, which 1919 Investment Counsel, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for investment companies; portfolio management for businesses and institutions.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: 1919 Investment Counsel, LLC ↗, D.F. Dent and Company, Inc. ↗. How to check a financial advisor →