Top 10 financial advisor firms in Dublin

13 SEC-registered financial advisor firms are headquartered in Dublin, OH, with $7.44B in combined regulatory assets under management. The largest by assets are Everhart Financial Group ($2.46B), PDS Planning ($2.17B) and Keeler & Nadler Financial Planning and Wealth Management ($610M).

13
Financial advisor firms: $7.44B
Their combined AUM: $182M
Median firm AUM: 8,111
Clients of the top 10

The 10 largest by assets

1
Everhart Financial Group
RIA
$2.46B
0.40% to 1.00%
2
PDS Planning
RIA
$2.17B
Regulatory AUM
3
Keeler & Nadler Financial Planning and Wealth Management
RIA
$610M
Up to 1.65% a year
4
Golden Reserve Retirement
RIA
$544M
Regulatory AUM
5
LeClair Wealth Partners
RIA
$363M
0.25% to 1.50%
6
Retirement Strategies
RIA
$273M
0.40% to 1.20% a year
7
One Resource Group Wealth Management
RIA
$182M
Regulatory AUM
8
Safe Harbor Wealth Advisors
RIA
$167M
Regulatory AUM
9
Compass Financial Group
RIA
$149M
Regulatory AUM
10
Egsi Investment Management
RIA
$145M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Everhart Financial Group

Everhart Financial Group is an investment adviser based in Dublin, OH, registered with the SEC since 1995. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.46 billion, as filed on 24 September 2026.

Everhart Financial Group charges 0.40%–1.00% for its Wealth management fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.46B
Clients: 2,912
Advisory staff: 28
Founded: 1995
Fee schedule: 0.40% to 1.00%
Custodians: Charles Schwab, SEI Private Trust
Headquarters: 5200 Rings Road, Dublin, OH 43017
Phone: 614-717-9705
Website: everhartadvisors.com

No. 2 · RIA

PDS Planning

PDS Planning is an investment adviser based in Dublin, OH, registered with the SEC since 1988. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.17 billion, as filed on 19 March 2026.

Regulatory AUM: $2.17B
Clients: 614
Advisory staff: 12
Founded: 1985
Custodians: Charles Schwab
Headquarters: 475 Metro Place S., Suite 460, Dublin, OH 43017
Phone: 614-481-8449
Website: pdsplanning.com

No. 3 · RIA

Keeler & Nadler Financial Planning and Wealth Management

Keeler & Nadler Financial Planning and Wealth Management is an investment adviser based in Dublin, OH, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $610 million, as filed on 21 July 2026.

Keeler & Nadler Financial Planning and Wealth Management charges up to 1.65% a year for its Wealth Management Services.

Regulatory AUM: $610M
Clients: 506
Advisory staff: 9
Fee schedule: Up to 1.65% a year
Custodians: Charles Schwab
Headquarters: 565 Metro Place South, Suite 280, Dublin, OH 43017
Phone: 614-791-4123
Website: knwealth.com

No. 4 · RIA

Golden Reserve Retirement

Golden Reserve Retirement is an investment adviser based in Dublin, OH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $544 million, as filed on 10 March 2026.

Regulatory AUM: $544M
Clients: 2,008
Advisory staff: 22
Custodians: Charles Schwab
Headquarters: 270 Bradenton Avenue, Dublin, OH 43017
Phone: 855-456-4777
Website: goldenreserve.com

No. 5 · RIA

LeClair Wealth Partners

LeClair Wealth Partners is an investment adviser based in Dublin, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $363 million, as filed on 27 August 2026.

LeClair Wealth Partners charges 0.25%–1.50% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $363M
Clients: 152
Advisory staff: 3
Fee schedule: 0.25% to 1.50%
Custodians: Raymond James
Headquarters: 6515 Longshore Loop, Suite 100, Dublin, OH 43017
Phone: 888-277-5704
Website: leclairwealthpartners.com

No. 6 · RIA

Retirement Strategies

Retirement Strategies is an investment adviser based in Dublin, OH, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $273 million, as filed on 1 April 2026.

Retirement Strategies charges 0.40%–1.20% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $273M
Clients: 419
Advisory staff: 5
Fee schedule: 0.40% to 1.20% a year
Custodians: Fidelity
Headquarters: 5060 Parkcenter Ave., Suite A, Dublin, OH 43017
Phone: 614-799-8668
Website: retirementstrategies.com

No. 7 · RIA

One Resource Group Wealth Management

One Resource Group Wealth Management is an investment adviser based in Dublin, OH, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $182 million, as filed on 17 March 2026.

Regulatory AUM: $182M
Clients: 599
Advisory staff: 3
Custodians: Charles Schwab, Fidelity
Headquarters: 700 Stonehenge Parkway, Suite B, Dublin, OH 43017
Phone: 614-423-4600
Website: thepensiongroup.com

No. 8 · RIA

Safe Harbor Wealth Advisors

Safe Harbor Wealth Advisors is an investment adviser based in Dublin, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $167 million, as filed on 10 April 2026.

Regulatory AUM: $167M
Clients: 465
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 6099 Frantz Road, Dublin, OH 43017
Phone: 614-760-0670
Website: safeharboroh.com

No. 9 · RIA

Compass Financial Group

Compass Financial Group is an investment adviser based in Dublin, OH, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $149 million, as filed on 9 February 2026.

Regulatory AUM: $149M
Clients: 158
Advisory staff: 2
Custodians: Fidelity
Headquarters: 6277 Riverside Drive, Suite 2n, Dublin, OH 43017
Phone: 614-791-0093
Website: compassfg.com

No. 10 · RIA

Egsi Investment Management

Egsi Investment Management is an investment adviser based in Dublin, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, pension and profit-sharing plans, and high-net-worth individuals. Its regulatory assets under management total $145 million, as filed on 30 July 2026.

Regulatory AUM: $145M
Clients: 278
Advisory staff: 4
Custodians: Charles Schwab
Headquarters: 5100 Parkcenter Ave, Suite 120, Dublin, OH 43017
Phone: 614-526-4118
Website: egsifinancial.com

Questions about financial advisors in Dublin

How many financial advisor firms are headquartered in Dublin?

13 SEC-registered financial advisor firms report their principal office in Dublin, OH, managing $7.44B in regulatory assets between them. The other 5 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Dublin?

Everhart Financial Group, with $2.46B in regulatory assets under management on its latest Form ADV. The next largest are PDS Planning ($2.17B) and Keeler & Nadler Financial Planning and Wealth Management ($610M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Dublin?

The median firm manages $182M in regulatory assets. That is the midpoint of the 13 firms headquartered in Dublin.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Dublin charge?

Of the 10 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.65% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Dublin?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Dublin has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Dublin

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