A complete list of active advisors currently associated with Thomas Leo Advisory, LLC
Warmer can help you find a great advisor at Thomas Leo Advisory, LLC or one who fits your needs even better.
Thomas Leo Advisory, LLC (dba Dolan Wealth Management) serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations and business entities, managing roughly $193 million across about 144 client relationships. The firm offers discretionary asset management and comprehensive portfolio management that combines investment implementation with financial planning and, when appropriate, the use of third‑party money managers. The firm uses both fundamental and technical analysis and generally pursues long‑term purchase strategies across individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, with continuous monitoring and periodic rebalancing. Its investment menu explicitly includes direct indexing and defined‑outcome (“buffer”) ETFs, treats cash and cash equivalents as an asset class (noting that cash is currently excluded from its billing systems), and discloses the use of AI tools for analytics and meeting transcription. What distinguishes the firm compared with many peers is its documented practice of assisting clients in arranging securities‑backed lines of credit (SBLOCs) as an alternative to liquidating assets, together with a formal sub‑advisory selection and oversight process for third‑party managers; the brochure notes the firm does not charge for arranging SBLOCs but discloses the attendant conflicts and risks. The firm also details operational arrangements with institutional custodians (Schwab and SEI) that provide technology, research and support services to the adviser — a factor it considers when recommending custody and execution.
To learn more about the advisors currently working at Thomas Leo Advisory, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Minneapolis, MN
| 17
| |
Minneapolis, MN
| 17
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)