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As of May 2026, RatingsNearMe ranks 20 financial advisors in Toledo, OH by verified customer ratings and review volume. The highest-rated is SD Capital with a 5.0-star rating from 180 verified reviews. Also in the top tier: Legacy Group Planning & Legacy Group Wealth Management and Citizen Advisory Group. The average rating across all listed financial advisors in Toledo is 4.9 stars from 32 reviews per business on average.
Financial advisors in Toledo 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
4.9★
Avg rating
32
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
SD Capital
3150 Dustin Rd #2, Oregon, OH 43616, USA
Legacy Group Planning & Legacy Group Wealth Management
1590 Albon Rd Suite 40, Holland, OH 43528, USA
Citizen Advisory Group
770 Commerce Dr, Perrysburg, OH 43551, USA
Financial Advisors Rankings in Toledo, OH
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | SD Capital3150 Dustin Rd #2, Oregon, OH 43616, USA | 5.0★ | 180 |
| #2 | Legacy Group Planning & Legacy Group Wealth Management1590 Albon Rd Suite 40, Holland, OH 43528, USA | 5.0★ | 140 |
| #3 | Citizen Advisory Group770 Commerce Dr, Perrysburg, OH 43551, USA | 4.9★ | 96 |
| #4 | Croak Capital432 N Superior St, Toledo, OH 43604, USA | 5.0★ | 43 |
| #5 | Wright Financial Group, LLC5911 Renaissance Pl suite c, Toledo, OH 43623, USA | 5.0★ | 8 |
| #6 | Derick Gant5577 Airport Hwy #200, Toledo, OH 43615, USA | 5.0★ | 43 |
| #7 | Whetro Wealth Management4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, USA | 5.0★ | 7 |
| #8 | Merrill Lynch Wealth Management4908 Whiteford Rd, Toledo, OH 43623, USA | 5.0★ | 1 |
| #9 | Wholehan Wealth Advisors, CFP2720 Centennial Rd #100, Toledo, OH 43617, USA | 5.0★ | 22 |
| #10 | Indicator Advisory Corporation3061 Shoreland Ave, Toledo, OH 43611, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Toledo
Croak Capital
432 N Superior St, Toledo, OH 43604, USA
Wright Financial Group, LLC
5911 Renaissance Pl suite c, Toledo, OH 43623, USA
Derick Gant
5577 Airport Hwy #200, Toledo, OH 43615, USA
Whetro Wealth Management
4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, USA
Merrill Lynch Wealth Management
4908 Whiteford Rd, Toledo, OH 43623, USA
Wholehan Wealth Advisors, CFP
2720 Centennial Rd #100, Toledo, OH 43617, USA
Indicator Advisory Corporation
3061 Shoreland Ave, Toledo, OH 43611, USA
Platinum Wealth Solutions of Ohio
2750 Centennial Rd, Toledo, OH 43617, USA
Salem Financial Group
413 Washington St, Toledo, OH 43604, USA
Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS®
4029 Central Ave, Toledo, OH 43606, USA
Savage and Associates
655 Beaver Creek Cir, Maumee, OH 43537, USA
Integrated Financial Resources
7261 Central Ave #2, Toledo, OH 43617, USA
Northwestern Mutual Toledo
148 N Summit St, Toledo, OH 43604, USA
Wurz Financial Services | Toledo Financial Planner
9674, 6904 Spring Valley Dr #301, Holland, OH 43528, USA
ARC Private Wealth
2815 Dustin Rd suite a, Oregon, OH 43616, USA
True Alpha Wealth Management
3130 Executive Pkwy Suite 2F, Toledo, OH 43606, USA
Vantage Financial Group - Toledo
5800 Monroe St Building A, Suite 4, Sylvania, OH 43560, USA
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Frequently Asked Questions — Financial Advisors in Toledo
What is a fiduciary financial advisor and why does it matter in Toledo?
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 Toledo, 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 Toledo?
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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