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Advisers in Dayton, OH

15 advisers in Dayton — 15 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (10)Flat / fixed fees (11)Retirement plan consulting (6)

All advisers

Agora Investments5 North Williams Street · Dayton, OH 45402 · (937) 993-6729 · % of assets managedCRD 332032 · % of assets · $10.0 million AUMState registeredNo commissions reportedAnderson Financial Strategies, LLC2500 Stratacache Tower, 40 N Main St. · Dayton, OH 45423 · (855) 237-4545 · Financial planningCRD 290343 · % of assets, Hourly charges, Fixed fees · $402.1 million AUMSEC registeredNo commissions reportedBeacon Capital Management, INC.7777 Washington Village Drive, Suite 280 · Dayton, OH 45459 · (937) 439-9093 · % of assets managedCRD 120641 · % of assets · $4.3 billion AUMSEC registeredNo commissions reportedBlake Schutter Theil Wealth Advisors, LLC7777 Washington Village Dr., Suite 120 · Dayton, OH 45459 · (937) 956-7875 · Financial planningCRD 292661 · % of assets, Hourly charges, Fixed fees · $459.5 million AUMSEC registeredNo commissions reportedBorland Marker7001 Corporate Way · Dayton, OH 45459 · (937) 434-7736 · Financial planningCRD 328726 · % of assets, Hourly charges, Fixed fees · $98.0 million AUMState registeredNo commissions reportedDemma-Novak Wealth Management261 Regency Ridge Drive · Dayton, OH 45459 · (937) 523-0029 · Financial planningCRD 172311 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedDover Partners INC476 Windsor Park Dr. · Dayton, OH 45459 · (937) 299-4105 · Flat / fixed feesCRD 105133 · % of assets, Fixed fees · $508.6 million AUMSEC registeredNo commissions reportedEhmli Investment Advisors LLC7026 Corporate Way, Suite 111 · Dayton, OH 45459 · (937) 312-9699 · Financial planningCRD 137273 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reportedGudorf Financial Group, LLC8145 North Main Street · Dayton, OH 45415 · (937) 898-5430 · Financial planningCRD 339836 · % of assets · $121.1 million AUMSEC registeredNo commissions reportedJessup Wealth Management35 Park Avenue · Dayton, OH 45419 · (937) 938-9105 · Financial planningCRD 323035 · % of assets, Hourly charges, Fixed fees · $360.2 million AUMSEC registeredNo commissions reported
McCollum Investment Advisors8087 Washington Village Drive, Suite 110 · Dayton, OH 45458 · (937) 435-7070 · Financial planningCRD 307225 · % of assets, Hourly charges · $63.7 million AUMState registeredNo commissions reportedMfh Investments INC.2331 Far Hills Ave. #200 · Dayton, OH 45419 · (937) 271-1467 · Financial planningCRD 121228 · % of assets, Hourly charges, Fixed fees · $30.5 million AUMState registeredNo commissions reportedMonetary Solutions, LTD.3066 Kettering Blvd · Dayton, OH 45439 · (937) 297-1140 · Financial planningCRD 121217 · % of assets, Hourly charges, Fixed fees · $139.7 million AUMSEC registeredNo commissions reportedThe Davenport Financial Group, INC.267 Regency Ridge Drive · Dayton, OH 45459 · (937) 298-3113 · Financial planningCRD 282200 · % of assets, Fixed fees · $21.7 million AUMState registeredNo commissions reportedTudor Financial, INC.8111 Timberlodge Trail · Dayton, OH 45458 · (937) 439-9292 · Financial planningCRD 121495 · % of assets, Hourly charges, Fixed fees · $256.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Dayton? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.