Ohio · 18 advisers
Financial Advisors in Dayton, Ohio
Looking for a financial advisor in Dayton, Ohio? Falists indexes 18 SEC-registered and state-registered investment advisers in Dayton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $4.26B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
18
With website
13
Largest AUM
$4.26B
Financial planning
14
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Dayton
Ranked by AUM · Fees, team & specialties at a glance
BEACON CAPITAL MANAGEMENT, INC.
Dayton, OH
AUM
$4.26B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
937-439-9093
DOVER PARTNERS INC
Dayton, OH
AUM
$508.6M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
937-299-4105
AUM
$459.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
9379567875
ANDERSON FINANCIAL STRATEGIES, LLC
Dayton, OH
AUM
$402.1M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(855)237-4545
JESSUP WEALTH MANAGEMENT
Dayton, OH
AUM
$360.2M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(937) 938-9105
TUDOR FINANCIAL, INC.
Dayton, OH
AUM
$256.3M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-439-9292
GUDORF FINANCIAL GROUP, LLC
Dayton, OH
AUM
$121.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(937) 898-5430
MCCOLLUM INVESTMENT ADVISORS
Dayton, OH
AUM
$63.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
937-435-7070
MFH INVESTMENTS INC.
Dayton, OH
AUM
$30.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-271-1467
THE DAVENPORT FINANCIAL GROUP, INC.
Dayton, OH
AUM
$21.7M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
937-298-3113
AGORA INVESTMENTS
Dayton, OH
AUM
$10.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
937-993-6729
DEMMA-NOVAK WEALTH MANAGEMENT
Dayton, OH
AUM
—
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
937-523-0029
REGENCY FINANCIAL, LLC
Dayton, OH
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
937-436-0400
MONETARY SOLUTIONS, LTD.
Dayton, OH
AUM
$139.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
937-297-1140
BORLAND MARKER
Dayton, OH
AUM
$98.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
937-434-7736
NORTHWEST ADVISORY INC
Dayton, OH
AUM
$41.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
937-439-7220
EHMLI INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$30.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
937-312-9699
DODOK WEALTH AND INVESTMENT ADVISORS LLC
Dayton, OH
AUM
$15.4M
Team
1 advisors
Clients
1-10
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
937-938-6842
More cities in Ohio
Common questions
- How many financial advisors are in Dayton, Ohio?
- 18 registered investment advisers are listed in our Dayton directory, sourced from public SEC filings.
- What types of advisors are in Dayton?
- 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 Dayton?
- 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.