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Same-Day Financial Advisors in Dayton, OH
Can't wait a week? These financial advisors in Dayton offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Dayton, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is American Financial Planners with a 4.7-star rating from 112 Google reviews and an RNM Score of 79/100. Also in the top tier: Russell Total Wealth and Wellness and McCarthy Wealth And Tax Advisors. The average rating across all listed financial advisors in Dayton is 4.8 stars from 15 reviews per business on average.
Financial advisors in Dayton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
15
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.7 stars from over 100 Google reviews, reflecting strong local trust.
2142 S Smithville Rd, Dayton, OH 45420, USATrusted by clients with a strong 4.7-star rating from 28 reviews in Dayton.
One Russell Pl, Dayton, OH 45409, USARanked 5.0 stars from 45 Google reviews, this Dayton financial advisor is highly trusted.
115 S Main St, Springboro, OH 45066, USAFinancial Advisors Rankings in Dayton, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | American Financial Planners2142 S Smithville Rd, Dayton, OH 45420, USA | 4.7★ | 112 |
| #2 | Russell Total Wealth and WellnessOne Russell Pl, Dayton, OH 45409, USA | 4.7★ | 28 |
| #3 | McCarthy Wealth And Tax Advisors115 S Main St, Springboro, OH 45066, USA | 5.0★ | 45 |
| #4 | Anderson Financial Strategies, LLC2500, Stratacache Tower, #2500, Dayton, OH 45423, USA | 5.0★ | 27 |
| #5 | Waverly Advisors, LLC6856 Loop Rd, Dayton, OH 45459, USA | 3.7★ | 6 |
| #6 | Ridgeline Wealth Planning1700 Lyons Rd Suite B, Centerville, OH 45458, USA | 5.0★ | 1 |
| #7 | First Financial Advisors6478 Centerville Business Pkwy, Dayton, OH 45459, USA | 4.2★ | 5 |
| #8 | Edward Jones - Financial Advisor: Skip Whitworth3139 Research Blvd, Dayton, OH 45420, USA | 5.0★ | 1 |
| #9 | Baller Financial GroupStratacache Tower, 40 N Main St #2510, Dayton, OH 45423, USA | 5.0★ | 1 |
| #10 | Harrison Wealth Management Group, Ltd.-Raymond James1700 Lyons Rd Suite D, Dayton, OH 45458, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Dayton
5.0 stars from 27 reviews, reflecting exceptional client satisfaction in Dayton.
2500, Stratacache Tower, #2500, Dayton, OH 45423, USA
Serving Dayton with a 3.7-star rating based on 6 Google reviews.
6856 Loop Rd, Dayton, OH 45459, USA
Exceptional 5.0-star rating from one Google review in Dayton, OH.
1700 Lyons Rd Suite B, Centerville, OH 45458, USA
4.2 stars from 5 Google reviews, indicating solid local client satisfaction.
6478 Centerville Business Pkwy, Dayton, OH 45459, USA
5.0 stars from a handful of Google reviews in Dayton, OH.
3139 Research Blvd, Dayton, OH 45420, USA
5.0 stars from local clients, reflecting exceptional service and trust.
Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423, USA
Earned a perfect 5.0-star rating from five Google reviews.
1700 Lyons Rd Suite D, Dayton, OH 45458, USA
5.0-star rated financial advisor in Dayton, based on one Google review.
40 N Main St Suite 2110, Dayton, OH 45423, USA
5.0-star rating from 3 reviews reflects strong local client satisfaction.
6500 Centerville Business Pkwy, Dayton, OH 45459, USA
Trusted Dayton financial advisor with a solid 4.2-star rating from 10 reviews.
70 Birch Alley #210, Beavercreek, OH 45440, USA
Trusted by clients with a solid 4.2-star rating from 17 reviews.
2305 Far Hills Ave, Dayton, OH 45419, USA
5.0 stars from 15 Google reviews for this Dayton financial advisor.
8145 N Main St, Dayton, OH 45415, USA
5.0-star rating from seven Google reviews, reflecting exceptional client satisfaction.
2955 Exchange Pl Blvd #103, Miamisburg, OH 45342, USA
5.0 stars from two reviews, reflecting exceptional client satisfaction in Dayton.
10100 Innovation Drive Suite 160, Miamisburg, OH 45342, USA
Earns a perfect 5.0-star rating from its first five Google reviews.
35 Park Ave, Dayton, OH 45419, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
10170 Penny Ln #100, Miamisburg, OH 45342, USA
5.0 stars from 5 reviews reflects exceptional client satisfaction for this Dayton financial advisor.
10100 Innovation Drive, Miamisburg, OH 45342, USA
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Financial Advisors in Dayton, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | American Financial Planners | 79/100 | 4.7 ★ | 112 |
| 2 | Russell Total Wealth and Wellness | 83/100 | 4.7 ★ | 28 |
| 3 | McCarthy Wealth And Tax Advisors | 79/100 | 5.0 ★ | 45 |
| 4 | Anderson Financial Strategies, LLC | 76/100 | 5.0 ★ | 27 |
| 5 | Waverly Advisors, LLC | 47/100 | 3.7 ★ | 6 |
| 6 | Ridgeline Wealth Planning | 62/100 | 5.0 ★ | 1 |
| 7 | First Financial Advisors | 54/100 | 4.2 ★ | 5 |
| 8 | Edward Jones - Financial Advisor: Skip Whitworth | 62/100 | 5.0 ★ | 1 |
| 9 | Baller Financial Group | 62/100 | 5.0 ★ | 1 |
| 10 | Harrison Wealth Management Group, Ltd.-Raymond James | 68/100 | 5.0 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Dayton
What is a fiduciary financial advisor and why does it matter in Dayton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Dayton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Dayton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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