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Find Best Financial Advisors in Dayton, Ohio

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Dayton is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Dayton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Dayton?

Looking for a qualified financial advisor in Dayton? We can help you by narrowing down your options & listing the best financial advisors in Dayton as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Dayton near you with the list of certified and vetted Dayton financial advisors.

List of Qualified Financial Advisors in Dayton, Ohio

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Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue

Dayton, OH 45419

855-752-6644

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Justin Kattau

Edelman Financial Engines, LLC

10100 Innovation Drive
Suite 160

Miamisburg, OH 45342

937-490-4548

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Axim Planning & Wealth

Axim Planning & Wealth

4 Sycamore Creek Drive

Springboro, OH 45066

937-291-2060

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Rick Scheeler, CFP®

Scheeler Financial Group

9078 Union Centre Blvd, Suite 202

West Chester, OH 45069

513-883-6100

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Britton Riley

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Glenn Downs

Allworth Financial

7890 E. Kemper Road, Suite 200

Cincinnati, OH 45249

888-242-6766

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Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160

Cincinnati, OH 45241

513-984-6696

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Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
BEACON CAPITAL MANAGEMENT, INC.
7777 Washington Village Drive, Suite 280 Dayton, OH 45459
120641 $4,744,090,206 15094 A percentage of AUM
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
10100 Innovation Drive, Suite 410 Dayton, OH 45342
107316 $1,597,446,131 1686 A percentage of AUM
Performance Based
Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.)
WESTMINSTER FINANCIAL ADVISORY CORP
40 North Main Street, Suite 2400 Dayton, OH 45423
110283 $836,345,925 1688 A percentage of AUM
Fixed fees
Commision Based
Other (MONTHLY ENHANCED STATEMENT FEE)
BUCKINGHAM CAPITAL MANAGEMENT, INC.
6856 Loop Road, Dayton, OH 45459
117984 $785,574,025 2953 A percentage of AUM
Hourly charges
Fixed fees
DOVER PARTNERS INC
476 Windsor Park Dr., Dayton, OH 45459-4111
105133 $463,473,946 41 A percentage of AUM
Fixed fees
BLAKE SCHUTTER WEALTH
7777 Washington Village Dr., Suite 120 Dayton, OH 45459
292661 $213,409,240 74 A percentage of AUM
Hourly charges
Fixed fees
TUDOR FINANCIAL, INC.
8111 Timberlodge Trail, Dayton, OH 45458-2103
121495 $197,943,565 625 A percentage of AUM
Hourly charges
Fixed fees
ANDERSON FINANCIAL STRATEGIES, LLC
2500 Kettering Tower, 40 N. Main St., Dayton, OH 45423
290343 $179,868,345 391 A percentage of AUM
Hourly charges
Fixed fees
KAPSTONE FINANCIAL ADVISORS LLC
7501 East Paragon Road, Suite. 200 Dayton, OH 45459
318885 $170,558,256 889 A percentage of AUM
MONETARY SOLUTIONS, LTD.
3066 Kettering Blvd, Dayton, OH 45439
121217 $128,013,802 140 A percentage of AUM
Hourly charges
Fixed fees
AXIM PLANNING & WEALTH
8379 Yankee Street, Dayton, OH 45458
319618 $119,286,410 429 A percentage of AUM
RICHVIEW ADVISORS
3110 Kettering Boulevard, Dayton, OH 45439-1924
281449 $80,149,317 3 A percentage of AUM
BUCKINGHAM FINANCIAL GROUP, INC.
6856 Loop Rd., Dayton, OH 45459
117982 $0 0 Hourly charges
Fixed fees
Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

Additional Financial Advisors in Ohio

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Anderson Financial Strategies
Inquire with Anderson
2500 Kettering Tower, Dayton, OH 45423 937-610-9388
Amy E Meredith-Green - Morgan Stanley
Inquire with Amy
7777 Washington Village Dr, Ste 100 Dayton, OH 45459 937-312-2224
Ben Feldmeyer
Inquire with Ben
6500 Centerville Business Pkwy, Dayton, OH 45459 937-610-5570
Brad Balsom
Inquire with Brad
7777 Washington Village Dr, Ste 100 Dayton, OH 45459 937-312-2249
James Brandon Creech
Inquire with James
6500 Centerville Business Pkwy, Dayton, OH 45459 937-610-5570
James Stefanoff
Inquire with James
8801 N Main St, Ste 101 Dayton, OH 45415 937-240-0874
Craig Sutherland
Inquire with Craig
6500 Centerville Business Pkwy, Dayton, OH 45459 937-610-5570
Feldmeyer Financial Group
Inquire with Feldmeyer
6500 Centerville Business Pkwy, Dayton, OH 45459 937-610-5570
Darrin Polomsky
Inquire with Darrin
7501 E Paragon Rd, Ste 204 Dayton, OH 45459 937-291-3685
Derek W Miller
Inquire with Derek
6500 Centerville Business Pkwy, Dayton, OH 45459 937-610-5570

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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