Company lists · Data refreshed September 2026

Top 17 Wealth management firms based in Dublin, United States

RevenueBase identified 30 wealth management firms headquartered in Dublin, United States as of September 2026 and tracks 163 professional contacts across them, including 105 with verified work emails. New York is the largest hub.

This list covers wealth management firms headquartered in Dublin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review
30Companies
163Contacts tracked
105Verified emails
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The 17 largest wealth management firms based in Dublin, United States

Ranked by team size
Top 17 of 30 wealth management firms based in Dublin, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceDublin, OH, United StatesHQ checked Sep 16, 202611-5060 contacts →

Strong evidence

“Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families.”

Source: RevenueBase Database · checked Sep 16, 2026
2Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 202611-5026 contacts →

Indirect evidence

“At PDS Planning, we believe financial advice should be clear, transparent, and always in your best interest.”

Source: RevenueBase Database · checked Sep 16, 2026
3Strong evidenceDublin, OH, United StatesHQ checked Sep 16, 202611-5012 contacts →

Strong evidence

“Through careful listening and diligent fund management, we provide individuals and families expert, objective financial advice to build wealth and help ensure their future…”

Source: RevenueBase Database · checked Sep 16, 2026
4Strong evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-108 contacts →

Strong evidence

“Safe Harbor Wealth Advisors is an independent Registered Investment Advisor firm that offers a comprehensive range of wealth management services for anyone planning for…”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-107 contacts →

Indirect evidence

“Legacy Retirement Group is a member of the Central Ohio Better Business Bureau, National Ethics Bureau, and the Dublin Chamber of Commerce.”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-105 contacts →

Partial evidence

“At True North Wealth Partners, you don't do it alone.”

Source: RevenueBase Database · checked Sep 16, 2026
7Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 202611-505 contacts →

Indirect evidence

“PM Financial Group is eager to help you improve the efficiency of your money at work.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-104 contacts →

Indirect evidence

“At Global Financial Partners, we believe financial planning is more than numbers - It's about building a strategy that supports your life, your business, and your legacy.”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“Advocate Wealth Solutions is a full-service, fee-based, financial planning firm committed to helping you pursue your financial goals.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceDublin, PA, United StatesHQ checked Sep 16, 20261-103 contacts →

Indirect evidence

“At the heart of what we do is advising you on how to manage, direct, and coordinate all the different facets of your financial life.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Beacon Hill is a boutique investment firm in Columbus, OH with institutional-level portfolio management.”

Source: RevenueBase Database · checked Sep 16, 2026
12Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 202611-501 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
13Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.”

Source: RevenueBase Database · checked Sep 16, 2026
14Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Columbus Street Financial Planning is an independent, Registered Investment Advisor, and fiduciary who places clients’ interests first.”

Source: RevenueBase Database · checked Sep 16, 2026
15Indirect evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Personalized Financial Planning Designed for Entrepreneurs.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Financial and Wealth Planning from a Fiduciary Perspective.”

Source: RevenueBase Database · checked Sep 16, 2026
17Strong evidenceDublin, OH, United StatesHQ checked Sep 16, 20261-101 contacts →

Strong evidence

“Our clients know they have a trusted partner in Mahler Wealth Management, allowing them to focus on what is essential and live their best lives.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 17 of 30 wealth management firms based in Dublin, United States

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Wealth management firms based in Dublin, United States at a glance

As of Sep 16, 2026
64.4%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
1790.0%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
6

Email recency for this list is measured across the whole United States list rather than for Dublin, so it is reported there. Company counts and contact totals on this page are exact for Dublin, over 30 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Dublin, United States whose own description of what they do matches “wealth management firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names wealth management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among wealth management firms, and records with no verified work email. Companies headquartered outside Dublin are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 105 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Wealth management firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names wealth management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many wealth management firms are there based in Dublin, United States?

RevenueBase identified 30 wealth management firms headquartered in Dublin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Everhart Advisors, headquartered in Dublin, tops this list with the largest team on record.

Which city has the most wealth management firms?

New York leads with 537 headquartered companies, followed by Atlanta (256) and Houston (251).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 105 verified decision-maker contacts tracked across these 30 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.