Top Picks · Toledo
Best Financial Advisors in Toledo, OH
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Toledo, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is SD Capital with a 5.0-star rating from 180 Google reviews and an RNM Score of 87/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wright Financial Group, LLC
Wright Financial Group, LLC consistently appears as a top-ranked advisor in Toledo, offering comprehensive financial planning and personalized client service.
Most Reviewed
Wright Financial Group, LLC
A high number of reviews often indicates established trust and a strong track record of client satisfaction.
When choosing a financial advisor in Toledo, look for fiduciary duty, transparent fee structures, and a focus on your long-term goals. Always verify credentials and read recent client feedback.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
32
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, boasting a perfect 5.0-star rating.
3150 Dustin Rd #2, Oregon, OH 43616, USATop-rated Toledo financial advisor with a perfect 5.0 stars from 140 reviews.
1590 Albon Rd Suite 40, Holland, OH 43528, USATrusted by 96 clients, this Toledo advisor holds a stellar 4.9-star average rating.
770 Commerce Dr, Perrysburg, OH 43551, USAFinancial 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 | Derick Gant5577 Airport Hwy #200, Toledo, OH 43615, USA | 5.0★ | 43 |
| #6 | Savage and Associates655 Beaver Creek Cir, Maumee, OH 43537, USA | 4.7★ | 25 |
| #7 | Wholehan Wealth Advisors, CFP2720 Centennial Rd #100, Toledo, OH 43617, USA | 5.0★ | 22 |
| #8 | Whetro Wealth Management4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, USA | 5.0★ | 7 |
| #9 | Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS®4029 Central Ave, Toledo, OH 43606, USA | 5.0★ | 3 |
| #10 | Wurz Financial Services | Toledo Financial Planner9674, 6904 Spring Valley Dr #301, Holland, OH 43528, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Toledo
Top-rated Toledo financial advisor with 5.0 stars from 43 client reviews.
432 N Superior St, Toledo, OH 43604, USA
Toledo's top-rated financial advisor with a perfect 5.0-star rating from 43 reviews.
5577 Airport Hwy #200, Toledo, OH 43615, USA
Trusted by clients with a 4.7-star rating from 25 Google reviews.
655 Beaver Creek Cir, Maumee, OH 43537, USA
Earned a perfect 5.0-star rating from over 20 local client reviews.
2720 Centennial Rd #100, Toledo, OH 43617, USA
Top-rated Toledo financial advisor with a perfect 5.0-star rating from 7 reviews.
4169 N Holland Sylvania Rd Suite 103, Toledo, OH 43623, USA
Earns a perfect 5.0-star rating from its first 3 client reviews.
4029 Central Ave, Toledo, OH 43606, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
9674, 6904 Spring Valley Dr #301, Holland, OH 43528, USA
Earns a perfect 5.0-star rating from early client reviews on Google.
413 Washington St, Toledo, OH 43604, USA
Earned a perfect 5.0-star rating from a handful of clients in Toledo.
4908 Whiteford Rd, Toledo, OH 43623, USA
Earns a perfect 5.0-star rating from a small number of Google reviews.
3061 Shoreland Ave, Toledo, OH 43611, USA
Trusted by clients for exceptional 5.0-star service based on early Google reviews.
2750 Centennial Rd, Toledo, OH 43617, USA
Earned a perfect 5.0-star rating from early client reviews in Toledo.
3130 Executive Pkwy Suite 2F, Toledo, OH 43606, USA
A solid 4.2-star rating based on 24 Google reviews for this Toledo financial advisor.
148 N Summit St, Toledo, OH 43604, USA
Exceptional 5.0★ rating from 31 reviews, making them a trusted Toledo financial advisor.
2815 Dustin Rd suite a, Oregon, OH 43616, USA
Trusted by 8 clients with a perfect 5.0-star rating in Toledo.
5911 Renaissance Pl suite c, Toledo, OH 43623, USA
Consistently earns a perfect 5.0-star rating across its Google reviews.
7261 Central Ave #2, Toledo, OH 43617, USA
Trusted Toledo financial advisor with a perfect 5.0★ rating from recent clients.
5800 Monroe St Building A, Suite 4, Sylvania, OH 43560, USA
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Financial Advisors in Toledo, OH — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | SD Capital | 87/100 | 5.0 ★ | 180 |
| 2 | Legacy Group Planning & Legacy Group Wealth Management | 85/100 | 5.0 ★ | 140 |
| 3 | Citizen Advisory Group | 81/100 | 4.9 ★ | 96 |
| 4 | Croak Capital | 79/100 | 5.0 ★ | 43 |
| 5 | Derick Gant | 79/100 | 5.0 ★ | 43 |
| 6 | Savage and Associates | 71/100 | 4.7 ★ | 25 |
| 7 | Wholehan Wealth Advisors, CFP | 75/100 | 5.0 ★ | 22 |
| 8 | Whetro Wealth Management | 70/100 | 5.0 ★ | 7 |
| 9 | Edward Jones - Financial Advisor: Melanie Connelly, CFP®|AAMS® | 66/100 | 5.0 ★ | 3 |
| 10 | Wurz Financial Services | Toledo Financial Planner | 66/100 | 5.0 ★ | 3 |
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 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: July 4, 2026.
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