Dover Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 25, 2026, reports $376M in regulatory assets under management, 7 employees, 1 office, and 355 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.0% of total clients.
Top client categories% of clientsClients
1
HNWI
57.0%
73
2
Individuals
43.0%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$376Mas of February 25, 2026
Discretionary90.9%
$342M
91% of total RAUM90.9%
Non-discretionary9.1%
$34M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$376M
Total Accounts355
10Y AUM Change+$376M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change+6 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.