Verified · Dayton
Trusted Financial Advisors in Dayton, OH
Trust matters when you're inviting a pro into your home or business. These financial advisors in Dayton have earned it through hundreds of verified reviews.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Dayton, OH by verified customer ratings and review volume. The highest-rated is American Financial Planners with a 4.7-star rating from 112 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
American Financial Planners
2142 S Smithville Rd, Dayton, OH 45420, USA
Russell Total Wealth and Wellness
One Russell Pl, Dayton, OH 45409, USA
McCarthy Wealth And Tax Advisors
115 S Main St, Springboro, OH 45066, USA
Financial 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 | Baird Private Wealth Management10170 Penny Ln #100, Miamisburg, OH 45342, USA | 5.0★ | 2 |
| #5 | Jessup Wealth Management35 Park Ave, Dayton, OH 45419, USA | 5.0★ | 5 |
| #6 | Birchcreek Wealth Management2955 Exchange Pl Blvd #103, Miamisburg, OH 45342, USA | 5.0★ | 7 |
| #7 | Edelman Financial Engines10100 Innovation Drive Suite 160, Miamisburg, OH 45342, USA | 5.0★ | 2 |
| #8 | Merrill Lynch Wealth Management10100 Innovation Drive, Miamisburg, OH 45342, USA | 5.0★ | 5 |
| #9 | Feldmeyer Financial Group - Dayton Office6500 Centerville Business Pkwy, Dayton, OH 45459, USA | 5.0★ | 3 |
| #10 | Waverly Advisors, LLC6856 Loop Rd, Dayton, OH 45459, USA | 3.7★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Dayton
Baird Private Wealth Management
10170 Penny Ln #100, Miamisburg, OH 45342, USA
Jessup Wealth Management
35 Park Ave, Dayton, OH 45419, USA
Birchcreek Wealth Management
2955 Exchange Pl Blvd #103, Miamisburg, OH 45342, USA
Edelman Financial Engines
10100 Innovation Drive Suite 160, Miamisburg, OH 45342, USA
Merrill Lynch Wealth Management
10100 Innovation Drive, Miamisburg, OH 45342, USA
Feldmeyer Financial Group - Dayton Office
6500 Centerville Business Pkwy, Dayton, OH 45459, USA
Waverly Advisors, LLC
6856 Loop Rd, Dayton, OH 45459, USA
Johnson Investment Counsel
40 N Main St Suite 2110, Dayton, OH 45423, USA
Ridgeline Wealth Planning
1700 Lyons Rd Suite B, Centerville, OH 45458, USA
Anderson Financial Strategies, LLC
2500, Stratacache Tower, #2500, Dayton, OH 45423, USA
Gudorf Financial Group, LLC
8145 N Main St, Dayton, OH 45415, USA
Harrison Wealth Management Group, Ltd.-Raymond James
1700 Lyons Rd Suite D, Dayton, OH 45458, USA
Baller Financial Group
Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423, USA
First Financial Advisors
6478 Centerville Business Pkwy, Dayton, OH 45459, USA
Edward Jones - Financial Advisor: Skip Whitworth
3139 Research Blvd, Dayton, OH 45420, USA
Artifex Financial Group
2305 Far Hills Ave, Dayton, OH 45419, USA
Northwestern Mutual
70 Birch Alley #210, Beavercreek, OH 45440, USA
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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: May 17, 2026.
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