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
David C Parker
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Rachel Denise Ramsayer
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
William Lawrence Wolke
Registered Affiliation(s):EDWARD JONES
David G Redick
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Richard Anthony Foreman
Registered Affiliation(s):THE HUNTINGTON INVESTMENT COMPANY
Matthew James Aliaga
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Thomas Zak
Registered Affiliation(s):THE TAVENNER COMPANY
David Carter Taylor
Registered Affiliation(s):THE TAVENNER COMPANY
Jerome H Evers
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Bradford Chandler Smith
Registered Affiliation(s):AMERITAS ADVISORY SERVICES, LLC
Walter Joseph Law
Registered Affiliation(s):STRATEGIC WEALTH INVESTMENT GROUP, LLC
Barbara Roediger Seiver
Registered Affiliation(s):PFS INVESTMENTS INC.
Michael E Diorio
Registered Affiliation(s):PFS INVESTMENTS INC.
Shellie Nicole Baugh
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Kevin Patrick Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Anthony Schaefer
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Jacqueline Anne Stacey
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Debra Jo Lents
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ronald L Rosenbeck
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Nicholas Andrew Wurst
Registered Affiliation(s):LPL FINANCIAL LLC
Jeffrey Robert Huber
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Thomas Charles Schwab
Registered Affiliation(s):NEWEDGE ADVISORS
Michael Joseph Martens
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Angela M Owens
Registered Affiliation(s):J.P. MORGAN SECURITIES 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.
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