Best Financial Advisors in DAYTON, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DAYTON
DOVER PARTNERS INC
DAYTON, OH · Since 1989
MONETARY SOLUTIONS, LTD.
DAYTON, OH · Since 2021
ANDERSON FINANCIAL STRATEGIES, LLC
DAYTON, OH · Since 2021
TUDOR FINANCIAL, INC.
DAYTON, OH · Since 2020
BEACON CAPITAL MANAGEMENT, INC.
DAYTON, OH · Since 2002
GUDORF FINANCIAL GROUP, LLC
DAYTON, OH · Since 2026
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
DAYTON, OH · Since 2019
JESSUP WEALTH MANAGEMENT
DAYTON, OH · Since 2022
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in DAYTON?
The median advisory fee in DAYTON, OH is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.