California · 5 advisers
Financial Advisors in Dublin, California
Looking for a financial advisor in Dublin, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Dublin — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $64.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$64.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Dublin
Ranked by AUM · Fees, team & specialties at a glance
MARATHON RETIREMENT PLANNING
Dublin, CA
AUM
$64.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-362-9523
FINCOP FINANCIAL PLANNING
Dublin, CA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
510-579-9389
ATLAS GROVE CAPITAL LLC
Dublin, CA
AUM
$0
Team
2 advisors
Clients
—
Fees
Percentage of AUM
925-433-6920
More cities in California
Common questions
- How many financial advisors are in Dublin, California?
- 5 registered investment advisers are listed in our Dublin directory, sourced from public SEC filings.
- What types of advisors are in Dublin?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Dublin?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.