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
Barry Ray James
Registered Affiliation(s):ALPS DISTRIBUTORS, INC.
Brent L Ross
Registered Affiliation(s):CUSO FINANCIAL SERVICES, L.P.
Zachary L Allen
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Forrest Gregg Beilby
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Laurie Anne Kanta
Registered Affiliation(s):BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Matthew Shawn Parks
Registered Affiliation(s):FIFTH THIRD SECURITIES, INC.
Luann Becker
Registered Affiliation(s):365 WEALTH MANAGEMENT GROUP
Samuel Baynes
Registered Affiliation(s):LPL FINANCIAL LLC
Jason Erik Koslow
Registered Affiliation(s):LPL FINANCIAL LLC
Trent May
Registered Affiliation(s):CREATIVE FINANCIAL DESIGNS, INC.
Alexander Evan Scott
Registered Affiliation(s):MCLEAN ASSET MANAGEMENT CORP.
Michael Scott Lamb
Registered Affiliation(s):MONETARY SOLUTIONS, LTD.
Michael A Cozad
Registered Affiliation(s):OSAIC WEALTH, INC.
Cory Matthew Davenport
Registered Affiliation(s):THE DAVENPORT FINANCIAL GROUP, INC.
Angela Rebecca Kirkland
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Steven Jeffrey Sipniewski
Registered Affiliation(s):WESTMINSTER FINANCIAL ADVISORY CORP
Jeremiah Frank Mccarthy
Registered Affiliation(s):MCCARTHY WEALTH & TAX ADVISORS
Joyce Marie Kesselring
Registered Affiliation(s):ALLWORTH FINANCIAL, L.P.
Kurtis Warren Campbell
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Stephanie R Anderson
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Karen Lynn Luckoski
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Joseph Carl Fisher
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Joel Michael Gruber
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Anna Marie Foust
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES, INC.
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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