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
James Michael Phillips
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Wayne Hall
Registered Affiliation(s):PFS INVESTMENTS INC.
Geneva Beard
Registered Affiliation(s):PFS INVESTMENTS INC.
Michael Scot Smith
Registered Affiliation(s):MORGAN STANLEY
Gregory John Bonzagni
Registered Affiliation(s):BEACON CAPITAL MANAGEMENT, INC.
Cledis Leval Beard
Registered Affiliation(s):PFS INVESTMENTS INC.
John Henseler
Registered Affiliation(s):BEACON CAPITAL MANAGEMENT, INC.
John Michael Abbott
Registered Affiliation(s):PFS INVESTMENTS INC.
Louis Milton Vision
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Christopher Jay Buck
Registered Affiliation(s):MCKINLEY CARTER WEALTH SERVICES, INC.
David Frederick Patmann
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Edwin Janeck
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Steven Douglas Ball
Registered Affiliation(s):OSAIC WEALTH, INC.
Paul Alan Brazie
Registered Affiliation(s):WESTMINSTER FINANCIAL ADVISORY CORP
Richard Brian Culpepper
Registered Affiliation(s):JAMES INVESTMENT RESEARCH INC
Bart William Little
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Harold Norman Snow
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Bernard Louis Riesbeck
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
David Allan Cheatham
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Amy Ruth Barkalow
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Stephen Christo Caton
Registered Affiliation(s):PFS INVESTMENTS INC.
Jeffrey Joseph Gayonski
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Dale Curtis Ballbach
Registered Affiliation(s):PFS INVESTMENTS INC.
John Pressler Stevens
Registered Affiliation(s):LPL FINANCIAL 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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