Licensed · Hamilton
Licensed & Insured Financial Advisors in Hamilton, OH
Every financial advisors listed here carries proper licensing and insurance in OH. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 12 financial advisors in Hamilton, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Strategic Wealth Designers with a 4.6-star rating from 36 Google reviews and an RNM Score of 71/100. Also in the top tier: Cornerstone Retirement Advisors, Inc. - Raymond James and Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®. The average rating across all listed financial advisors in Hamilton is 4.5 stars from 9 reviews per business on average.
Financial advisors in Hamilton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
12
Businesses listed
4.5★
Avg rating
9
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted Hamilton financial advisor with a strong 4.6-star rating from 36 reviews.
5181 Natorp Blvd # 100, Mason, OH 45040, USAHighly rated Hamilton financial advisor with 4.7 stars from 15 reviews.
1139 Fehl Ln, Cincinnati, OH 45230, USAExceptional 5.0 rating from 5 reviews for financial advising in Hamilton.
4934 Wunnenberg Way Suite A, West Chester Township, OH 45069, USAFinancial Advisors Rankings in Hamilton, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strategic Wealth Designers5181 Natorp Blvd # 100, Mason, OH 45040, USA | 4.6★ | 36 |
| #2 | Cornerstone Retirement Advisors, Inc. - Raymond James1139 Fehl Ln, Cincinnati, OH 45230, USA | 4.7★ | 15 |
| #3 | Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA®4934 Wunnenberg Way Suite A, West Chester Township, OH 45069, USA | 5.0★ | 5 |
| #4 | Golden Reserve1502 University Blvd, Hamilton, OH 45011, USA | 5.0★ | 2 |
| #5 | Kurtz & Associates29 S F St, Hamilton, OH 45013, USA | 3.0★ | 2 |
| #6 | Waverly Advisors223 Ross Ave, Hamilton, OH 45013, USA | — | — |
| #7 | Patrick Financial1502 University Blvd, Hamilton, OH 45011, USA | — | — |
| #8 | National Retirement Consultants223 Ross Ave, Hamilton, OH 45013, USA | 5.0★ | 1 |
| #9 | K&A Wealth Advisors7924 Jessies Wy A, Hamilton, OH 45011, USA | — | — |
| #10 | Edward Jones - Financial Advisor: Justin Barrett1505 Millville Ave, Hamilton, OH 45013, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Hamilton
Earns a perfect 5.0-star rating from a small number of client reviews.
1502 University Blvd, Hamilton, OH 45011, USA
A Hamilton, OH financial advisor with 3.0 stars from 2 Google reviews.
29 S F St, Hamilton, OH 45013, USA
New to Google reviews, so there is no customer rating available yet.
223 Ross Ave, Hamilton, OH 45013, USA
No Google reviews yet for this Hamilton, OH financial advisor.
1502 University Blvd, Hamilton, OH 45011, USA
A top-rated financial advisor with a perfect 5.0-star score from early client reviews.
223 Ross Ave, Hamilton, OH 45013, USA
This advisor has no online ratings yet, making it hard to gauge client satisfaction.
7924 Jessies Wy A, Hamilton, OH 45011, USA
A Hamilton financial advisor with no client reviews yet to reference.
1505 Millville Ave, Hamilton, OH 45013, USA
A Hamilton, OH financial advisor with no customer ratings yet on Google.
150 High St, Hamilton, OH 45011, USA
Solid 4.3-star rating from a few local reviews in Hamilton, OH.
2201 NW Washington Blvd B, Hamilton, OH 45013, USA
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Financial Advisors in Hamilton, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Strategic Wealth Designers | 71/100 | 4.6 ★ | 36 |
| 2 | Cornerstone Retirement Advisors, Inc. - Raymond James | 68/100 | 4.7 ★ | 15 |
| 3 | Edward Jones - Financial Advisor: Gage Hemmelgarn, CFP®|CEPA® | 68/100 | 5.0 ★ | 5 |
| 4 | Golden Reserve | 64/100 | 5.0 ★ | 2 |
| 5 | Kurtz & Associates | 30/100 | 3.0 ★ | 2 |
| 6 | Waverly Advisors | 3/100 | — | 0 |
| 7 | Patrick Financial | 3/100 | — | 0 |
| 8 | National Retirement Consultants | 62/100 | 5.0 ★ | 1 |
| 9 | K&A Wealth Advisors | 3/100 | — | 0 |
| 10 | Edward Jones - Financial Advisor: Justin Barrett | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Hamilton
What is a fiduciary financial advisor and why does it matter in Hamilton?
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 Hamilton, 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 Hamilton?
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: June 10, 2026.
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