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Find Top Financial Advisors in Dayton, Ohio

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Dayton, Ohio, part of the Greater Dayton Metropolitan area, is the fourth largest metropolitan area in Ohio. It is in a very centralized area of the United States and is, therefore, within 500 miles of 60% of the country's population. This makes Dayton a logistical center for shippers, suppliers and manufacturers. The cost of living in Dayton is 9% lower than the national average, making Dayton an affordable place to live. Since the cost of living is low, getting an experienced financial advisor to provide you with the right advice could be beneficial to planning for your financial future. Choosing which financial advisor would work best for your financial situation may be quite a hard decision to make, with almost 4,000 or more financial advisors to choose from. It's our mission at WiserAdvisor to help you find and connect with vetted fiduciary financial advisors that would best suit your financial needs.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Dayton, Ohio.

Finding the Top Financial Advisor in Dayton, Ohio
Last Updated - 06-Aug-2022

Dayton has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 41 non-vetted advisors in your local area. These financial advisors in Dayton, Ohio have an average of 22 years of experience.

NOTE: The list of financial advisors in Dayton, Ohio mentioned below do 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 Dayton, Ohio.

Qualified Financial Advisors in Dayton, Ohio
Financial Advisor Experience AUM Minimum Assets Fee Structure
Doug Kinsey
Certified Divorce Financial Analyst(CDFA), CFP®
ARTIFEX FINANCIAL GROUP, LLC
2305 Far Hills Avenue,
Dayton, OH 45419
25 Not Specified Not Specified Not Specified
Justin Kattau
EDELMAN FINANCIAL ENGINES, LLC
10100 Innovation Drive,
Suite 160,
Miamisburg, OH 45342
14 Not Specified Not Specified Fee-Based
Britton Riley
CFP®
ALLWORTH FINANCIAL
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed Not Specified Not Specified Fee-Based
Glenn Downs
CFS®
ALLWORTH FINANCIAL
7890 E. Kemper Road, Suite 200,
Cincinnati, OH 45249
Not Disclosed Not Specified Not Specified Fee-Based
Dave Wilder
Accredited Investment Fiduciary® (AIF), CFP®, Certified Trust and Financial Advisor (CTFA)
TOTAL WEALTH PLANNING LLC.
4665 Cornell Rd,
Suite 160,
Cincinnati, OH 45241
30 $520M $5,000 Fee-Only
Michael Kelsey
LPL FINANCIAL
425 Metro Place North #620,
Dublin, OH 43017
20 $10000000 $25,000 Fee-Based

Information on Qualified Financial Advisors in Dayton

Qualifications CRD# 1223159
Firm CRD# 140643


Office Location 2305 Far Hills Avenue,
Dayton,
OH
45419
Phone Number 855-752-6644

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program. Dougs passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor. Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves 180 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

About Artifex Financial Group, LLC

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are. In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services. We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.


Qualifications CRD# 5425237
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 10100 Innovation Drive,
Suite 160,
Miamisburg,
OH
45342
Phone Number 937-490-4548

I consider my clients a part of my family, and I'm dedicated to taking care of them and watching them work hard to achieve their financial goals. In my spare time, I enjoy working out and spending time with my family and my three dogs.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 6431601
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number 888-242-6766

Britton Riley is a CERTIFIED FINANCIAL PLANNER™ professional and a financial advisor in our Cincinnati office. An outdoor enthusiast, and the father of two children, Britton holds a Bachelor of Arts degree from Miami University in Oxford, Ohio.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1839892
Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 7890 E. Kemper Road, Suite 200,
Cincinnati,
OH
45249
Phone Number 888-242-6766

With over 30 years of financial sector experience, Glenn Downs is an advisor in our Cincinnati office and father of five children.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2063597
Firm CRD# 174434
Series 65 (Not needed as an RIA)

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 4665 Cornell Rd,
Suite 160,
Cincinnati,
OH
45241
Phone Number 513-984-6696

As Chief Investment Officer, Dave chairs Total Wealth Planning's Investment Policy Committee and leads and manages the investment management team. He is primarily responsible for investment research, preparing and communicating Total Wealth Planning's economic and investment outlook. As Principal, Dave is responsible for investment advice, with extensive client contact and client-relationship management. He has a Master’s in Tax Law (MST) from Villanova University and is a CFP®, a Certified Trust and Financial Advisor (CTFA), and a Certified Exit Planning Advisor (CEPA). Dave’s background and experience includes: 25+ years professional investment management and financial planning experience, including 12 years with The Vanguard Group as a senior investment advisor within the managed account service. Professional Memberships in the National Association of Personal Financial Advisors (NAPFA), Financial Planning Association, Cincinnati Estate Planning Council, and the American Bankers Association. Serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired Five-Star Advisor through Paladin Registry; 2008 Reuters Top Advisor; Bloomberg Business Week magazine, a 2011 Top 50 Most Experienced Advisors in the United States. Villanova University Bachelor of Science, Accounting Dave enjoys time with his family of three children. He coaches softball/baseball and spends time outdoors skiing, scuba diving, hiking and running.

About Total Wealth Planning LLC.

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.

Advisory Services Provided:

Financial Advice & Consulting


Qualifications CRD# 4292753
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 425 Metro Place North #620,
Dublin,
OH
43017
Phone Number 614-419-1503

Michael Kelsey is an Investment Advisor Representative working at LPL Financial LLC in Dublin, OH and has over 14 years of experience in the finance industry. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. As a seasoned financial advisor, Michael Kelsey offers a process driven approach for strategic financial guidance to individuals, executives, and business owners in areas from wealth accumulation through wealth distribution. Michael is enthusiastic about guiding his clients and strives to build a reputation founded on honesty and integrity.

About LPL Financial

Primarily, we are committed to the individual. We believe in building trustworthy relationships that allows us to truly get to know our clients. We like our clients, and we enjoy working with them. By taking a process driven approach, we can get to know and understand our clients' unique and complex needs. By putting the relationship first, we can offer a client driven experience, one that is guided to each of our client's values and objectives with the ability to adjust to changes along the way.

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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Dayton, Ohio (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Beacon Capital Management, Inc.
7777 Washington Village Drive , Suite 280,
Dayton, OH 45459
$4,744,090,206 15094 A percentage of AUM
Eubel Brady & Suttman Asset Management Inc
10100 Innovation Drive , Suite 410,
Dayton, OH 45342
$1,597,446,131 1686 A percentage of AUM
Performance Based
Other (OTHER FEES MAY APPLY AS DISCLOSED IN CERTAIN OFFERING DOCUMENTS.)
Westminster Financial Advisory Corp
40 North Main Street , Suite 2400,
Dayton, OH 45423
$836,345,925 1688 A percentage of AUM
Fixed fees
Commision Based
Other (MONTHLY ENHANCED STATEMENT FEE)
Buckingham Capital Management, Inc.
6856 Loop Road,
Dayton, OH 45459
$785,574,025 2953 A percentage of AUM
Fixed fees
Dover Partners Inc
476 Windsor Park Dr.,
Dayton, OH 45459-4111
$463,473,946 41 A percentage of AUM
Fixed fees
Blake Schutter Wealth
7777 Washington Village Dr. , Suite 120,
Dayton, OH 45459
$213,409,240 74 A percentage of AUM
Fixed fees
Tudor Financial, Inc.
8111 Timberlodge Trail,
Dayton, OH 45458-2103
$197,943,565 625 A percentage of AUM
Hourly charges
Fixed fees
Anderson Financial Strategies, Llc
2500 Kettering Tower, 40 N. Main St.,
Dayton, OH 45423
$179,868,345 391 A percentage of AUM
Fixed fees
Monetary Solutions, Ltd.
3066 Kettering Blvd,
Dayton, OH 45439
$128,013,802 140 A percentage of AUM
Hourly charges
Fixed fees
Richview Advisors
3110 Kettering Boulevard,
Dayton, OH 45439-1924
$80,149,317 3 A percentage of AUM
Kapstone Financial Advisors Llc
7501 East Paragon Road , Suite. 200,
Dayton, OH 45459
$0 0 A percentage of AUM
Axim Planning & Wealth
8379 Yankee Street,
Dayton, OH 45458
$0 0 A percentage of AUM
Hourly charges
Buckingham Financial Group, Inc.
6856 Loop Rd.,
Dayton, OH 45459
$0 0 Hourly charges
Fixed fees
Other (VARYING FEES FOR SEMINARS AND EDUCATIONAL WORKSHOPS)

    List of Additional Advisors in Dayton, Ohio*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Anderson Financial Strategies
    Inquire with Anderson
    2500 Kettering Tower, Dayton, OH  45423 937-610-9388
    Amy E Meredith-Green - Morgan Stanley
    Inquire with Amy
    7777 Washington Village Dr, Ste 100, Dayton, OH  45459 937-312-2224
    Ben Feldmeyer
    Inquire with Ben
    6500 Centerville Business Pkwy, Dayton, OH  45459 937-610-5570
    Brad Balsom
    Inquire with Brad
    7777 Washington Village Dr, Ste 100, Dayton, OH  45459 937-312-2249
    James Brandon Creech
    Inquire with James
    6500 Centerville Business Pkwy, Dayton, OH  45459 937-610-5570
    James Stefanoff
    Inquire with James
    8801 N Main St, Ste 101, Dayton, OH  45415 937-240-0874
    Craig Sutherland
    Inquire with Craig
    6500 Centerville Business Pkwy, Dayton, OH  45459 937-610-5570
    Feldmeyer Financial Group
    Inquire with Feldmeyer
    6500 Centerville Business Pkwy, Dayton, OH  45459 937-610-5570
    Darrin Polomsky
    Inquire with Darrin
    7501 E Paragon Rd, Ste 204, Dayton, OH  45459 937-291-3685
    Derek W Miller
    Inquire with Derek
    6500 Centerville Business Pkwy, Dayton, OH  45459 937-610-5570
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