City
Wealth management firms in Dublin, California
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Dublin, California reported $112.3 million in regulatory assets under management; the largest by assets was Marathon Retirement Planning, with $64.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $112.3 million
- Average per firm
- $14.0 million
- SEC-registered, of those listed
- 0 of 8 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Marathon Retirement Planning | State | $64.3 million | 188 |
| 2 | Megan Rouse Financial Planning | State | $46.4 million | 26 |
| 3 | Huayu Tsu Investment Management | State | $1.3 million | 3 |
| 4 | Conaghan Financial Services | State | $263,196 | 1 |
| 5 | Atlas Grove Capital LLC | State | $0 | 0 |
| 6 | Bayleaf Financial Services | State | $0 | 0 |
| 7 | Fincop Financial Planning | State | $0 | 0 |
| 8 | Lucerna Capital Management LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.