Ohio · 38 advisers
Financial Advisors in Dublin, Ohio
Looking for a financial advisor in Dublin, Ohio? Falists indexes 38 SEC-registered and state-registered investment advisers in Dublin — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 36 firms list a website you can visit directly. Firms in this directory manage up to $64.13B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
38
With website
36
Largest AUM
$64.13B
Financial planning
28
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Dublin
Ranked by AUM · Fees, team & specialties at a glance
MEEDER PUBLIC FUNDS, INC.
Dublin, OH
AUM
$64.13B
Team
52 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-633-3371
MEEDER ASSET MANAGEMENT, INC.
Dublin, OH
AUM
$3.33B
Team
33 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-633-3371
MEEDER ADVISORY SERVICES, INC.
Dublin, OH
AUM
$2.86B
Team
54 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
866-633-3371
EVERHART ADVISORS
Dublin, OH
AUM
$2.46B
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
614-717-9705
PDS PLANNING INC
Dublin, OH
AUM
$2.17B
Team
12 advisors
Clients
251-500
Fees
Fixed fees
614-481-8449
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
Dublin, OH
AUM
$651.3M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-717-4451
KEELER & NADLER FAMILY WEALTH
Dublin, OH
AUM
$609.9M
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
614-791-4123
CONSOLIDATED FINANCIAL
Dublin, OH
AUM
$588.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
614-932-0000
GOLDEN RESERVE RETIREMENT, LLC
Dublin, OH
AUM
$544.3M
Team
22 advisors
Clients
More than 500
Fees
Fixed fees
855-456-4777
LECLAIR WEALTH PARTNERS
Dublin, OH
AUM
$363.0M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-277-5704
RETIREMENT STRATEGIES, LTD.
Dublin, OH
AUM
$272.7M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
614-799-8668
THE PENSION GROUP
Dublin, OH
AUM
$182.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-423-4600
SAFE HARBOR WEALTH ADVISORS, LLC
Dublin, OH
AUM
$167.2M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
614-760-0670
COMPASS FINANCIAL GROUP, INC.
Dublin, OH
AUM
$148.8M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
614-791-0093
EGSI INVESTMENT MANAGEMENT
Dublin, OH
AUM
$144.7M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-526-4118
COX & COOK WEALTH ADVISORS
Dublin, OH
AUM
$119.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
614-764-2366
CAPSTONE WEALTH PARTNERS
Dublin, OH
AUM
$114.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(614) 754-7805
LYNCH FINANCIAL GROUP
Dublin, OH
AUM
$109.2M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
614-791-8884
JRP CAPITAL CORP
Dublin, OH
AUM
$108.5M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
614-559-2261
BEACON HILL INVESTMENT ADVISORY, LLC
Dublin, OH
AUM
$91.7M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-469-4685
TRULY PROSPER FINANCIAL PLANNING LLC
Dublin, OH
AUM
$70.8M
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
614-259-7737
ARD ADVISORY SERVICES, LLC
Dublin, OH
AUM
$60.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
614-602-6506
PARALLEL EQUITY ADVISORS LTD.
Dublin, OH
AUM
$50.4M
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-354-5452
COLUMBUS WEALTH MANAGEMENT
Dublin, OH
AUM
$36.0M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
937-776-5494
More cities in Ohio
Common questions
- How many financial advisors are in Dublin, Ohio?
- 38 registered investment advisers are listed in our Dublin directory, sourced from public SEC filings.
- What types of advisors are in Dublin?
- 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 Dublin?
- 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.