Best Financial Advisors in DUBLIN, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in DUBLIN
MEEDER ASSET MANAGEMENT, INC.
DUBLIN, OH · Since 1974
MEEDER ADVISORY SERVICES, INC.
DUBLIN, OH · Since 1991
MEEDER PUBLIC FUNDS, INC.
DUBLIN, OH · Since 1990
PDS PLANNING INC
DUBLIN, OH · Since 1988
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
DUBLIN, OH · Since 2003
COMPASS FINANCIAL GROUP, INC.
DUBLIN, OH · Since 2024
RETIREMENT STRATEGIES, LTD.
DUBLIN, OH · Since 2018
SAFE HARBOR WEALTH ADVISORS, LLC
DUBLIN, OH · Since 2024
CAPSTONE WEALTH PARTNERS
DUBLIN, OH · Since 2026
KEELER & NADLER FAMILY WEALTH
DUBLIN, OH · Since 2014
COX & COOK WEALTH ADVISORS
DUBLIN, OH · Since 2026
GOLDEN RESERVE RETIREMENT, LLC
DUBLIN, OH · Since 2021
THE PENSION GROUP
DUBLIN, OH · Since 2025
LECLAIR WEALTH PARTNERS
DUBLIN, OH · Since 2024
JRP CAPITAL CORP
DUBLIN, OH · Since 2022
EVERHART ADVISORS
DUBLIN, OH · Since 1995
CONSOLIDATED FINANCIAL
DUBLIN, OH · Since 2018
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 DUBLIN?
The median advisory fee in DUBLIN, OH is 0.95% of assets under management per year, based on Form ADV filings from 17 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.