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Financial Advisors in Dublin, OH — Free Estimates
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As of May 2026, RatingsNearMe ranks 14 financial advisors in Dublin, OH by verified customer ratings and review volume. The highest-rated is Golden Reserve with a 5.0-star rating from 25 verified reviews. Also in the top tier: Dugan Brown Federal Retirement Experts and Taylor F. and Brooke Walls - Primerica Financial Services. The average rating across all listed financial advisors in Dublin is 4.9 stars from 10 reviews per business on average.
Financial advisors in Dublin 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
14
Businesses listed
4.9★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Dugan Brown Federal Retirement Experts
655 Metro Pl S #100, Dublin, OH 43017, USA
Taylor F. and Brooke Walls - Primerica Financial Services
7215 Sawmill Rd UNIT F STE 25, Dublin, OH 43016, USA
Financial Advisors Rankings in Dublin, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Golden Reserve535 Metro Pl S #100, Dublin, OH 43017, USA | 5.0★ | 25 |
| #2 | Dugan Brown Federal Retirement Experts655 Metro Pl S #100, Dublin, OH 43017, USA | 5.0★ | 57 |
| #3 | Taylor F. and Brooke Walls - Primerica Financial Services7215 Sawmill Rd UNIT F STE 25, Dublin, OH 43016, USA | 5.0★ | 13 |
| #4 | Everhart Advisors5200 Rings Rd, Dublin, OH 43017, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: John Stevens7240 Muirfield Dr #150, Dublin, OH 43017, USA | 4.2★ | 5 |
| #6 | Legacy Retirement Group6315 Emerald Pkwy, Dublin, OH 43016, USA | 5.0★ | 5 |
| #7 | Edward Jones - Financial Advisor: Kyle Hatfield655 Metro Pl S #620, Dublin, OH 43017, USA | 5.0★ | 2 |
| #8 | Raymond James & Associates6745 Longshore St #220, Dublin, OH 43017, USA | 5.0★ | 1 |
| #9 | Capstone Wealth Partners6037 Frantz Rd, Dublin, OH 43017, USA | 5.0★ | 2 |
| #10 | Keeler & Nadler Family Wealth565 Metro Pl S Ste 280, Dublin, OH 43017, USA | 5.0★ | 10 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Dublin
Everhart Advisors
5200 Rings Rd, Dublin, OH 43017, USA
Edward Jones - Financial Advisor: John Stevens
7240 Muirfield Dr #150, Dublin, OH 43017, USA
Legacy Retirement Group
6315 Emerald Pkwy, Dublin, OH 43016, USA
Edward Jones - Financial Advisor: Kyle Hatfield
655 Metro Pl S #620, Dublin, OH 43017, USA
Keeler & Nadler Family Wealth
565 Metro Pl S Ste 280, Dublin, OH 43017, USA
Inspire Advisors - Upward Management Group
485 Metro Pl S #120, Dublin, OH 43017, USA
Emerald Financial Services
7269 Sawmill Rd #100, Dublin, OH 43016, USA
Consolidated Financial
5850 Venture Dr ste a ste a, Dublin, OH 43017, USA
Ascend Advisory Group
6767 Longshore St, Dublin, OH 43017, USA
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Frequently Asked Questions — Financial Advisors in Dublin
What is a fiduciary financial advisor and why does it matter in Dublin?
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 Dublin, 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 Dublin?
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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