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Find Top Financial Advisors in Ohio

Ohio, located in the Midwest region of the United States, has a population of over 11 million people. The state has a strong and diverse economy, with a cost of living 11% lower than the national average. Considering Ohio's thriving economy, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help you grow your wealth. WiserAdvisor's directory of vetted financial advisors can help you. Financial advisors and advisory firms listed in our directory specialize in retirement planning, investment planning, estate planning, wealth management, financial planning, and more. These screened financial advisors have years of experience helping individuals in and around Ohio.

How To Find Trusted Financial Advisors in Ohio

Ohio has 6 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Ohio have an average of 29 years of experience.

NOTE: The list of vetted financial advisors in Ohio mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Ohio.

Qualified Financial Advisors in Ohio

VETTED
Financial Advisor
Chris HeerdegenSkylight Financial Group7150 W Central AveToledo, OH 43617
Experience32 Years
AUM$100,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Dan BrownCWSLPL Financial11260 Chester Rd Suite 250Cincinnati, OH 45246
Experience26 Years
AUM$40,000,000
Minimum Assets$25,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
1645 Indian Wood CircleMaumee, OH 43537
202 Montrose West AvenueAkron, OH 44321
3201 Enterprise ParkwayBeachwood, OH 44122
159 Crocker Park BoulevardWestlake, OH 44145
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Ohio

Chris Heerdegen
VETTED
Chris Heerdegen
Skylight Financial Group
About Chris Heerdegen
For over 32 years, Chris has been helping small business owners and every day, hardworking people plan for the retirement lifestyles they desire. He helps clients plan for their greatest dreams, making recommendations to help protect their hard-earned retirement savings. As your financial advisor, Chris will ask you questions about your financial goals, hobbies, travel plans, or any other quality of life issue that may affect your future. This knowledge helps create a comprehensive plan that takes every aspect of your life into consideration. As a part-time college instructor teaching courses on retirement planning, he learned how to break down financial concepts into clear and simple terms. When you work with Chris, you'll always know where your money is being invested, and how it is working to help reach your financial goals for you and your family. As a father and grandfather, Chris understands the importance of helping you protect your family's financial security. His number one goal is to help protect what you have while offering opportunities to increase your net worth. His diversified approach to financial planning balances your desire to grow income with your wish to stay within your risk tolerance. With more than 32 years of retirement and financial planning knowledge, Chris is an experienced guide you can count on to help plan for the retirement of your dreams. Christopher Heerdegen is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC OSJ: 7150 W. Central Ave, Suite 100, Toledo OH 43617 . 419.893.9759.
About Skylight Financial Group
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2312011Firm CRD# Series 6, 7, 63
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Office Location
7150 W Central Ave,Suite 100,Toledo,OH 43617
Phone Number
419-887-6216
Dan Brown
VETTED
Dan BrownCWS
LPL Financial
About Dan Brown
I started in the financial services business in 1996 ( Investments and Insurance). I became securities licensed (series 6,63,66, and 7) a few years later. I specialize in creating financial plans for individuals and families, and recommending the appropriate investments to help my clients achieve their goals. I received my Certified Wealth Strategist CWS designation in 2015.
About LPL Financial
LPL was Founded in 1989 , and currently has over 20,000 advisors, 800 financial partners , and Fortune 500 Company.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4163118Firm CRD# 6413Series 6, 7, 66
Compensation/Fee
Fee-Based, Based on Assets
Office Location
11260 Chester Rd Suite 250,Cincinnati,OH 45246
Phone Number
513-391-3187
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
1645 Indian Wood Circle,Suite 104,Maumee,OH 43537Phone Number877-208-7414
202 Montrose West Avenue,Suite 350,Akron,OH 44321Phone Number877-208-7414
3201 Enterprise Parkway,Suite 450,Beachwood,OH 44122Phone Number877-208-7414
159 Crocker Park Boulevard,Suite 260,Westlake,OH 44145Phone Number877-208-7414

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FINRA/SEC Registered Advisors

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Firm Name
FORT WASHINGTON INVESTMENT ADVISORS INCCincinnati, OH
No. of Advisors158
AUM$79,457,379,980
No. of Clients1444
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
NATIONWIDE FUND ADVISORSColumbus, OH
No. of Advisors135
AUM$78,252,229,704
No. of Clients130
Fee StructureA percentage of AUM
Firm Name
MEEDER PUBLIC FUNDS, INC.Dublin, OH
No. of Advisors48
AUM$54,569,476,420
No. of Clients741
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
DIAMOND HILL CAPITAL MANAGEMENT INCColumbus, OH
No. of Advisors127
AUM$30,011,530,941
No. of Clients3811
Fee StructureA percentage of AUM, Performance Based
Firm Name
TOUCHSTONE ADVISORS INCCincinnati, OH
No. of Advisors84
AUM$26,738,929,617
No. of Clients39
Fee StructureA percentage of AUM
Firm Name
SEQUOIA FINANCIAL GROUP, L.L.C.Akron, OH
No. of Advisors296
AUM$23,033,619,111
No. of Clients28338
Fee StructureA percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based
Firm Name
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONSCleveland, OH
No. of Advisors190
AUM$22,368,771,314
No. of Clients11645
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT OR FLAT FEE)
Firm Name
TOWNSEND HOLDINGS LLCCleveland, OH
No. of Advisors120
AUM$22,118,740,671
No. of Clients69
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (RETAINER WITH INCREMENTAL CHARGES BASED ON SERVICES REQUESTED.)
Firm Name
BAHL & GAYNOR INCCincinnati, OH
No. of Advisors80
AUM$20,095,080,277
No. of Clients3173
Fee StructureA percentage of AUM, Fixed fees
Firm Name
FEGCincinnati, OH
No. of Advisors133
AUM$19,848,561,829
No. of Clients185
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")Cincinnati, OH
No. of Advisors25
AUM$19,747,131,000
No. of Clients53
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MAI CAPITAL MANAGEMENT, LLCCleveland, OH
No. of Advisors331
AUM$19,711,015,200
No. of Clients26826
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (PERCENTAGE OF NON-INVESTMENT INCOME)
Firm Name
MATSON MONEY, INC.Mason, OH
No. of Advisors61
AUM$19,647,408,985
No. of Clients30605
Fee StructureA percentage of AUM, Other (SEE DESCRIPTION IN MISC. SECTION)
Firm Name
JOHNSON INVESTMENT COUNSEL, INC.Cincinnati, OH
No. of Advisors151
AUM$18,609,057,968
No. of Clients15436
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BOYD WATTERSON ASSET MANAGEMENT, LLCCleveland, OH
No. of Advisors121
AUM$17,878,495,158
No. of Clients1126
Fee StructureA percentage of AUM, Fixed fees, Performance Based

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