Best Financial Advisors in DUBLIN, Ohio
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in DUBLIN
MEEDER ADVISORY SERVICES, INC.
DUBLIN, OH · Since 1991
MEEDER PUBLIC FUNDS, INC.
DUBLIN, OH · Since 1990
PDS PLANNING INC
DUBLIN, OH · Since 1988
MEEDER ASSET MANAGEMENT, INC.
DUBLIN, OH · Since 1974
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
DUBLIN, OH · Since 2003
RETIREMENT STRATEGIES, LTD.
DUBLIN, OH · Since 2018
COMPASS FINANCIAL GROUP, INC.
DUBLIN, OH · Since 2024
SAFE HARBOR WEALTH ADVISORS, LLC
DUBLIN, OH · Since 2024
KEELER & NADLER FAMILY WEALTH
DUBLIN, OH · Since 2014
GOLDEN RESERVE RETIREMENT, LLC
DUBLIN, OH · Since 2021
CAPSTONE WEALTH PARTNERS
DUBLIN, OH · Since 2026
LECLAIR WEALTH PARTNERS
DUBLIN, OH · Since 2024
COX & COOK WEALTH ADVISORS
DUBLIN, OH · Since 2026
THE PENSION GROUP
DUBLIN, OH · Since 2025
EVERHART ADVISORS
DUBLIN, OH · Since 1995
CONSOLIDATED FINANCIAL
DUBLIN, OH · Since 2018
JRP CAPITAL CORP
DUBLIN, 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 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.