A complete list of active advisors currently associated with Donovan, Dennis J

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Dennis J Donovan is a solo, state-registered adviser that serves a very small client base (three clients) consisting of high-net-worth individuals and pension or profit-sharing plans. The firm does not provide direct portfolio management or custody; instead it provides selection-of-other-adviser services and refers clients to third-party investment managers. The firm’s advice is generally limited to fixed income securities and equities, but implementation, trading, account reviews, and discretionary decisions are handled by the chosen third-party advisers. DJD does not trade client accounts, does not accept voting or custody authority, and is compensated through fee-sharing arrangements with the selected managers rather than by managing client assets directly. Compared with most independent solo advisers, DJD is uncommon in working with pension and profit-sharing plans while reporting no assets under management as of December 2025 and not offering percentage-of-assets (AUM) fee arrangements. As a result, the firm operates primarily as a referral and selection intermediary (including directing clients to firms such as UBS), maintains a very small client roster, and relies on third-party managers for ongoing portfolio oversight.

To learn more about the advisors currently working at Donovan, Dennis J, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.