RIA Intel›Advisers›California›DOLAN PARTNERS LLC

DOLAN PARTNERS LLC

Advisory

DANVILLE, CA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,349
of 5,480 advisers by AUM
Average account
$575K
across 96 accounts
AUM per adviser
$55M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
46
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DEPAOLO & MAY STRATEGIC WEALTH LLC
IRVINE, CA
$55M
RUNMONEY CORPORATION
SAN DIEGO, CA
$55M
HACKETHAL, GREGG, DESMOND
SANTA BARBARA, CA
$55M
+22.1% 1Y
MUHR, JEFFREY, LOUIS
CLAYTON, CA
$55M
SCOTT ANDERSON FINANCIAL, INC.
$55M
APPLE, DANIEL BRYCE
GRASS VALLEY, CA
$55M
-14.3% 1Y

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