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Find Best Financial Advisors in Dublin, 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 Dublin is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Dublin & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Dublin?

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

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

List of Qualified Financial Advisors in Dublin, Ohio

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Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F

Dublin, OH 43016

614-504-0402

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Michael Kelsey

LPL Financial

425 Metro Place North #620

Dublin, OH 43017

614-419-1503

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Adam Roslovic

Edelman Financial Engines, LLC

1 Easton Oval
Suite 340

Columbus, OH 43219

614-454-3393

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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

Top Financial Advisor Firms in Ohio (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
MEEDER PUBLIC FUNDS, INC.
6125 Memorial Drive, Dublin, OH 43017
106816 $18,915,097,970 472 A percentage of AUM
Hourly charges
Fixed fees
MEEDER ASSET MANAGEMENT, INC.
6125 Memorial Drive, Dublin, OH 43017
105794 $2,480,091,772 1095 A percentage of AUM
Fixed fees
MEEDER ADVISORY SERVICES, INC.
6125 Memorial Dr, Dublin, OH 43017
106814 $1,161,295,923 4205 A percentage of AUM
Fixed fees
PDS PLANNING INC
475 Metro Place S., Suite 460 Dublin, OH 43017
106895 $1,131,175,633 2908 A percentage of AUM
Fixed fees
EVERHART ADVISORS
535 Metro Place South, Suite 100 Dublin, OH 43017
107091 $1,094,568,210 3715 A percentage of AUM
Hourly charges
Fixed fees
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
4995 Bradenton Ave., Suite 210, Dublin, OH 43017
119859 $799,318,759 592 A percentage of AUM
Fixed fees
CONSOLIDATED FINANCIAL
5850 Venture Drive, Suite A Dublin, OH 43017
119695 $411,000,000 936 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
KEELER & NADLER FAMILY WEALTH
485 Metro Place South, Suite 100 Dublin, OH 43017
173079 $337,902,776 1252 A percentage of AUM
Hourly charges
Fixed fees
HERITAGE WEALTH PARTNERS, LLC
6215 Emerald Parkway, Unit 1 Dublin, OH 43016
290276 $298,881,721 1200 A percentage of AUM
Hourly charges
Fixed fees
HARRINGTON ASSET MANAGEMENT INC
6195 Emerald Parkway, One North Dublin, OH 43016-3248
106937 $220,038,565 551 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
RETIREMENT STRATEGIES, LTD.
5060 Parkcenter Ave., Suite A Dublin, OH 43017
163701 $186,460,205 876 A percentage of AUM
Hourly charges
Fixed fees
SHUTTLEWORTH & COMPANY
6059 Frantz Road, Suite 101 Dublin, OH 43017-3367
121382 $133,994,813 391 A percentage of AUM
Fixed fees
GOLDEN RESERVE RIA, LLC
270 Bradenton Avenue, Dublin, OH 43017
283588 $123,621,399 849 Fixed fees
JRP CAPITAL CORP
6001 Tain Dr, Suite 200 Dublin, OH 43017
106285 $117,576,383 141 A percentage of AUM
Fixed fees
STRIVE ASSET MANAGEMENT
6515 Longshore Loop, Suite 100 Dublin, OH 43017
322039 $0 0 A percentage of AUM

Additional Financial Advisors in Ohio

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Alpha Financial Planning
Inquire with Alpha
6241 Riverside Drive, Dublin, OH 43017 614-384-0499
Adam M Tzagournis
Inquire with Adam
545 Metro Place South, Suite 300 Dublin, OH 43017 614-798-3220
Brian Herald
Inquire with Brian
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3400
Steve D Rand
Inquire with Steve
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3451
Ken McMahon
Inquire with Ken
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3436
Margaret E McLurg
Inquire with Margaret
6265 Emerald Pkwy, Ste 150 Dublin, OH 43016 614-389-5017
Shaun Patterson
Inquire with Shaun
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3417
Dave Williams
Inquire with Dave
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3400
Mike Roderick
Inquire with Mike
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3400
Scott Turner
Inquire with Scott
6515 Longshore Loop, Ste 400 Dublin, OH 43017 614-726-3434

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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