Top Financial Advisors in Dublin, Ohio
Finding the right financial advisor in Dublin 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 Dublin, 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 Dublin, OH.
Find the Best Financial Advisor Firms in Dublin:
MEEDER ASSET MANAGEMENT, INC.
CRD#: 105794
Address: 6125 Memorial Drive, Dublin, OH 43017
Clients: 1,180
Average Clients per Advisor: 98
AUM: $ 2.1B
EVERHART ADVISORS
CRD#: 107091
Address: 535 Metro Place South Suite 100, Dublin, OH 43017
Clients: 2,342
Average Clients per Advisor: 93
AUM: $ 1.1B
PDS PLANNING INC
CRD#: 106895
Address: 475 Metro Place S. Suite 460, Dublin, OH 43017
Clients: 280
Average Clients per Advisor: 25
AUM: $ 1.0B
CONSOLIDATED FINANCIAL
CRD#: 119695
Address: 5850 Venture Drive Suite A, Dublin, OH 43017
Clients: 518
Average Clients per Advisor: 172
AUM: $ 379M
KEELER & NADLER FAMILY WEALTH
CRD#: 173079
Address: 485 Metro Place South Suite 100, Dublin, OH 43017
Clients: 304
Average Clients per Advisor: 38
AUM: $ 337M
HERITAGE WEALTH PARTNERS, LLC
CRD#: 290276
Address: 6215 Emerald Parkway Unit 1, Dublin, OH 43016
Clients: 527
Average Clients per Advisor: 105
AUM: $ 227M
How We Chose the Top Financial Advisors in Dublin, Ohio
To create this list of top financial advisor firms in Dublin, 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 Dublin has to offer.
Search Financial Advisors in Dublin, Ohio
Charles Richard Simonton
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Catherine Ann (marando) Quinn
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mark Donald Aldridge
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Danny Yee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Anthony Medsker
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Albert Lehman
Registered Affiliation(s):AMERIPRISE FINANCIAL 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.
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