Top 10 advisors in Dublin
We’ve curated a list of the best financial advisors in Dublin, take a look at it below
Find an advisor in Dublin| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $981,164,719 | 16 advisors | ||
| 2 | $955,710,656 | 45 advisors | ||
| 3 | $663,313,107 | 40 advisors | ||
| 4 | $373,980,249 | 10 advisors | ||
| 5 | $227,269,986 | 11 advisors | ||
| 6 | $220,038,565 | 1 advisors | ||
| 7 | $171,488,467 | 7 advisors | ||
| 8 | $147,000,000 | 5 advisors | ||
| 9 | $107,750,000 | 3 advisors | ||
| 10 | $94,298,346 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Dublin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dublin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pds Planning Inc
Assets under management
$981,164,719
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
2. Everhart Advisors
Assets under management
$955,710,656
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
3. Strive Asset Management
Assets under management
$663,313,107
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
4. Keeler & Nadler Family Wealth
Assets under management
$373,980,249
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Heritage Wealth Partners, LLC
Assets under management
$227,269,986
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Harrington Asset Management Inc
Assets under management
$220,038,565
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Retirement Strategies, Ltd.
Assets under management
$171,488,467
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
8. Consolidated Financial
Assets under management
$147,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
9. Jrp Capital Corp
Assets under management
$107,750,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Heximer Investment Management Inc
Assets under management
$94,298,346
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.