Top Financial Advisors in Dayton, Ohio
Finding the right financial advisor in Dayton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Dayton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Dayton, OH.
Find the Best Financial Advisor Firms in Dayton:
WESTMINSTER FINANCIAL ADVISORY CORP
CRD#: 110283
Address: 40 North Main Street Suite 2400, Dayton, OH 45423
Clients: 812
Average Clients per Advisor: 23
AUM: $ 748M
ANDERSON FINANCIAL STRATEGIES, LLC
CRD#: 290343
Address: 2500 Kettering Tower 40 N. Main St. 40 N Main St., Dayton, OH, 45423
Clients: 102
Average Clients per Advisor: 51
AUM: $ 206M
BLAKE SCHUTTER WEALTH
CRD#: 292661
Address: 7777 Washington Village Dr. Suite 120, Dayton, OH 45459
Clients: 8
Average Clients per Advisor: 2
AUM: $ 196M
TUDOR FINANCIAL, INC.
CRD#: 121495
Address: 8111 Timberlodge Trail, Dayton, OH 45458-2103
Clients: 479
Average Clients per Advisor: 79
AUM: $ 185M
KAPSTONE FINANCIAL ADVISORS LLC
CRD#: 318885
Address: 7501 East Paragon Road Suite. 200, Dayton, OH 45459
Clients: 449
Average Clients per Advisor: 149
AUM: $ 183M
MONETARY SOLUTIONS, LTD.
CRD#: 121217
Address: 3066 Kettering Blvd, Dayton, OH 45439
Clients: 130
Average Clients per Advisor: 65
AUM: $ 117M
How We Chose the Top Financial Advisors in Dayton, Ohio
To create this list of top financial advisor firms in Dayton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Dayton has to offer.
Search Financial Advisors in Dayton, Ohio
Brad E Baird
Registered Affiliation(s):MORGAN STANLEY
Mary Catherine Elsner
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Susan Mary Quinter
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
John W. Grubb
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lisa L. Miller
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kathleen L. Louise Clark
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kenji David Williams
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Kristen Flocken
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Carla Marie Buxa
Registered Affiliation(s):PFS INVESTMENTS INC.
Mark Robert Merten
Registered Affiliation(s):INVEST CAPITAL PARTNERS
Jennifer Jo Siefring
Registered Affiliation(s):LPL FINANCIAL LLC
Tonya Suzanne Hammonds
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Eric Michael Albright
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jennifer Lynn Ferguson
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Michael Douglass Graham
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Daniel David Petty
Registered Affiliation(s):PFS INVESTMENTS INC.
Philip Edward Murphy
Registered Affiliation(s):PFS INVESTMENTS INC.
Carol Annette Snowden
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Stephen A Holtmeier
Registered Affiliation(s):LINCOLN INVESTMENT
Benjamin Adam Linser
Registered Affiliation(s):FAMILY WEALTH ADVISORY GROUP, LLC
Matthew Belden Beck
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Matthew Gabe Jorgensen
Registered Affiliation(s):GRADIENT SECURITIES, LLC
Lisa Monique Drahman
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
Mark A Monbeck
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
