Best Financial Advisors in DAYTON, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in DAYTON
DOVER PARTNERS INC
DAYTON, OH · Since 1989
MONETARY SOLUTIONS, LTD.
DAYTON, OH · Since 2021
TUDOR FINANCIAL, INC.
DAYTON, OH · Since 2020
ANDERSON FINANCIAL STRATEGIES, LLC
DAYTON, OH · Since 2021
GUDORF FINANCIAL GROUP, LLC
DAYTON, OH · Since 2026
BEACON CAPITAL MANAGEMENT, INC.
DAYTON, OH · Since 2002
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.