Thomas Wirig Doll

Thomas Wirig Doll (CRD# 108052) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $1,028,680,835 in 2,566 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,029
    MILLION
  • Total Number of Accounts
    2,566
    ACCOUNTS
  • Average Account Value
    $400,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, NV, TX, UT

Financial Advisors at Thomas Wirig Doll
Showing 1 - 10 of 11 top financial advisors.
1
David K. Harlow
CRD#: 5057342
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
93
Wealthminder
score

David Harlow (CRD# 5057342) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 10 years of experience in the finance industry.

2
Carson K. Henderson
CRD#: 5865085
165 Lennon Lane, Suite 200, Walnut Creek, CA 94588
93
Wealthminder
score

Carson Henderson (CRD# 5865085) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 6 years of experience in the finance industry.

3
Steven E. Leininger
CRD#: 1041102
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598
93
Wealthminder
score

Steven Leininger (CRD# 1041102) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 34 years of experience in the finance industry.

4
Elizabeth A. Nakagawa
CRD#: 5152898
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
93
Wealthminder
score

Elizabeth Nakagawa (CRD# 5152898) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 10 years of experience in the finance industry.

5
Jared M. Nelson
CRD#: 5488344
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
93
Wealthminder
score

Jared Nelson (CRD# 5488344) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 8 years of experience in the finance industry.

6
John H. Werhan
CRD#: 4371323
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598
93
Wealthminder
score

John Werhan (CRD# 4371323) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 16 years of experience in the finance industry.

7
Jay P. Wirig
CRD#: 5007073
165 Lennon Lane, Suite 200, Walnut Creek, CA 94598
93
Wealthminder
score

Jay Wirig (CRD# 5007073) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has over 11 years of experience in the finance industry.

8
Joseph E. Kalinowski
CRD#: 4371318
165 Lennon Lane, Ste 200, Walnut Creek, CA 94598
87
Wealthminder
score

Joseph Kalinowski (CRD# 4371318) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

9
Barry W. Oliver
CRD#: 4371320
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598
87
Wealthminder
score

Barry Oliver (CRD# 4371320) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

10
Brent P. Thomas
CRD#: 4371322
165 Lennon Ln, Ste 200, Walnut Creek, CA 94598
87
Wealthminder
score

Brent Thomas (CRD# 4371322) is an Investment Advisor Representative working at Thomas Wirig Doll in Walnut Creek, CA and has 1 year of experience in the finance industry.

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