Financial advisors in Dayton, OH

188 match · page 2 of 7

Robert Henrich
Financial advisor at Parallel Advisors, LLC
Parallel Advisors, LLC · $10.31B AUM
CFP®VerifiedFinancial planning
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Robert Lampe
Financial advisor at Rightwealth Advisors, LLC
Rightwealth Advisors, LLC · $229.3M AUM
CFP®VerifiedFinancial planning
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Ryan Johnson
Financial advisor at Waverly Advisors, LLC
Waverly Advisors, LLC · $29.87B AUM
CFP®VerifiedFinancial planning
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Ryan Lee
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Scott Edwards
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Scott Lundy
Financial advisor at Eubel Brady & Suttman
Eubel Brady & Suttman · $2.07B AUM
CFP®VerifiedFinancial planning
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Shon Anderson
Financial advisor at Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC · $402.1M AUM
CFP®VerifiedFinancial planning
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Timothy Ippisch
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Vidalia Cornwall
Financial advisor at Tessara Wealth
Tessara Wealth · $162.4M AUM
CFP®VerifiedFinancial planning
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W. Steen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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William Marker
Financial advisor at Borland Marker
Borland Marker · $98M AUM
CFP®VerifiedFinancial planning
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Adam Betzelberger
Financial advisor at Ridge and Republic Financial
Ridge and Republic Financial
VerifiedFinancial planning
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Adam Donaldson
Financial advisor at Tudor Financial, Inc.
Tudor Financial, Inc. · $256.3M AUM
VerifiedFinancial planning
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Alex Tornes
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Alexander Browning
Financial advisor at Soltis Investment Advisors, LLC
Soltis Investment Advisors, LLC · $12.04B AUM
VerifiedFinancial planning
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Andrea Doller
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Andrew Hackworth
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Andrew Shamma
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Annie Scott
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Anthony Delghingaro
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Anthony Sisson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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April Whitehead
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Mathile
Financial advisor at Jessup Wealth Management
Jessup Wealth Management · $360.2M AUM
VerifiedFinancial planning
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Bradley Fahncke
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brandon Harrison
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Leen
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Brian Meyer
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
VerifiedFinancial planning
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Brian Schultz
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Bruce Warren
Financial advisor at Stonex Advisors Inc.
Stonex Advisors Inc. · $5.09B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Demma
Financial advisor at Demma-Novak Wealth Management
Demma-Novak Wealth Management
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Dayton, OH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Dayton, OH.

How this list works

Before you hire an advisor in Dayton, OH