How many financial advisors are in Centerville, Ohio?

Falists lists 7 registered investment advisers with a principal office or filing address in Centerville, Ohio, based on public SEC IAPD data.

How do financial advisors in Centerville charge fees?

Fee structures vary by firm. In Centerville, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Centerville?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Ohio · 7 advisers

Financial Advisors in Centerville, Ohio

Looking for a financial advisor in Centerville, Ohio? Falists indexes 7 SEC-registered and state-registered investment advisers in Centerville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $382.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$382.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth7 Planning5 Trusts7 Retirement4 Institutional3

Top advisors in Centerville

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

Centerville, OH

AUM

$65.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

937-312-8171

Full profile Visit site →

FRY INVESTMENT ADVISORS, INC.

Centerville, OH

AUM

$27.0M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM

937-428-0787

Full profileNo website

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Common questions

How many financial advisors are in Centerville, Ohio?: 7 registered investment advisers are listed in our Centerville directory, sourced from public SEC filings.
What types of advisors are in Centerville?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Centerville?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.