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 11 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 7 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 35 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 11 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 9 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 17 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 12 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.