Pricing Guide · Dayton

Financial Advisors Cost in Dayton, OH — 2026 Price Guide

What should you pay for financial advisors in Dayton? See real 2026 price ranges from local pros and get free quotes to compare.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Dayton, OH by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Russell Total Wealth and Wellness with a 4.7-star rating from 28 Google reviews and an RNM Score of 83/100. Also in the top tier: American Financial Planners and Artifex Financial Group. The average rating across all listed financial advisors in Dayton is 4.8 stars from 15 reviews per business on average.

Financial advisors in Dayton 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.

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Local Market Snapshot

20

Businesses listed

4.8★

Avg rating

15

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

4.7(28 reviews)

Trusted by clients with a strong 4.7-star rating from 28 reviews in Dayton.

One Russell Pl, Dayton, OH 45409, USA
4.7(112 reviews)

4.7 stars from over 100 Google reviews, reflecting strong local trust.

2142 S Smithville Rd, Dayton, OH 45420, USA
4.2(17 reviews)

Trusted by clients with a solid 4.2-star rating from 17 reviews.

2305 Far Hills Ave, Dayton, OH 45419, USA

Financial Advisors Rankings in Dayton, OH

#BusinessRatingReviews
#1Russell Total Wealth and WellnessOne Russell Pl, Dayton, OH 45409, USA4.728
#2American Financial Planners2142 S Smithville Rd, Dayton, OH 45420, USA4.7112
#3Artifex Financial Group2305 Far Hills Ave, Dayton, OH 45419, USA4.217
#4Merrill Lynch Wealth Management10100 Innovation Drive, Miamisburg, OH 45342, USA5.05
#5Feldmeyer Financial Group - Dayton Office6500 Centerville Business Pkwy, Dayton, OH 45459, USA5.03
#6Anderson Financial Strategies, LLC2500, Stratacache Tower, #2500, Dayton, OH 45423, USA5.027
#7Waverly Advisors, LLC6856 Loop Rd, Dayton, OH 45459, USA3.76
#8Ridgeline Wealth Planning1700 Lyons Rd Suite B, Centerville, OH 45458, USA5.01
#9McCarthy Wealth And Tax Advisors115 S Main St, Springboro, OH 45066, USA5.045
#10First Financial Advisors6478 Centerville Business Pkwy, Dayton, OH 45459, USA4.25

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Dayton

4
5.0· 5 reviews

5.0 stars from 5 reviews reflects exceptional client satisfaction for this Dayton financial advisor.

10100 Innovation Drive, Miamisburg, OH 45342, USA

5
5.0· 3 reviews

5.0-star rating from 3 reviews reflects strong local client satisfaction.

6500 Centerville Business Pkwy, Dayton, OH 45459, USA

6
5.0· 27 reviews

5.0 stars from 27 reviews, reflecting exceptional client satisfaction in Dayton.

2500, Stratacache Tower, #2500, Dayton, OH 45423, USA

7
3.7· 6 reviews

Serving Dayton with a 3.7-star rating based on 6 Google reviews.

6856 Loop Rd, Dayton, OH 45459, USA

8
5.0· 1 reviews

Exceptional 5.0-star rating from one Google review in Dayton, OH.

1700 Lyons Rd Suite B, Centerville, OH 45458, USA

9
5.0· 45 reviews

Ranked 5.0 stars from 45 Google reviews, this Dayton financial advisor is highly trusted.

115 S Main St, Springboro, OH 45066, USA

10
4.2· 5 reviews

4.2 stars from 5 Google reviews, indicating solid local client satisfaction.

6478 Centerville Business Pkwy, Dayton, OH 45459, USA

11
5.0· 1 reviews

5.0 stars from a handful of Google reviews in Dayton, OH.

3139 Research Blvd, Dayton, OH 45420, USA

12
5.0· 1 reviews

5.0 stars from local clients, reflecting exceptional service and trust.

Stratacache Tower, 40 N Main St #2510, Dayton, OH 45423, USA

13
5.0· 7 reviews

5.0-star rating from seven Google reviews, reflecting exceptional client satisfaction.

2955 Exchange Pl Blvd #103, Miamisburg, OH 45342, USA

14
5.0· 5 reviews

Earns a perfect 5.0-star rating from its first five Google reviews.

35 Park Ave, Dayton, OH 45419, USA

15
5.0· 2 reviews

Earns a perfect 5.0-star rating from a small number of Google reviews.

10170 Penny Ln #100, Miamisburg, OH 45342, USA

16
4.2· 10 reviews

Trusted Dayton financial advisor with a solid 4.2-star rating from 10 reviews.

70 Birch Alley #210, Beavercreek, OH 45440, USA

17
5.0· 5 reviews

Earned a perfect 5.0-star rating from five Google reviews.

1700 Lyons Rd Suite D, Dayton, OH 45458, USA

18
5.0· 2 reviews

5.0 stars from two reviews, reflecting exceptional client satisfaction in Dayton.

10100 Innovation Drive Suite 160, Miamisburg, OH 45342, USA

19
5.0· 1 reviews

5.0-star rated financial advisor in Dayton, based on one Google review.

40 N Main St Suite 2110, Dayton, OH 45423, USA

20
5.0· 15 reviews

5.0 stars from 15 Google reviews for this Dayton financial advisor.

8145 N Main St, Dayton, OH 45415, USA

Data from Google Business listings
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Financial Advisors in Dayton, OH — Compared

#BusinessRNM ScoreRatingReviews
1Russell Total Wealth and Wellness83/1004.7 ★28
2American Financial Planners79/1004.7 ★112
3Artifex Financial Group72/1004.2 ★17
4Merrill Lynch Wealth Management80/1005.0 ★5
5Feldmeyer Financial Group - Dayton Office78/1005.0 ★3
6Anderson Financial Strategies, LLC76/1005.0 ★27
7Waverly Advisors, LLC47/1003.7 ★6
8Ridgeline Wealth Planning62/1005.0 ★1
9McCarthy Wealth And Tax Advisors79/1005.0 ★45
10First Financial Advisors54/1004.2 ★5

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 Dayton

What is a fiduciary financial advisor and why does it matter in Dayton?

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 Dayton, 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 Dayton?

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.

Financial Advisors in Nearby Cities

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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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About This Financial Advisors Directory — Dayton, OH

This page lists and ranks 20 financial advisors serving Dayton, OH as of July 2026. The average verified rating across all listings is 4.8 stars, with an average of 15 customer reviews per business. The top-ranked financial advisors in Dayton by our algorithm is Russell Total Wealth and Wellness (4.7 stars, 28 reviews). Financial advisors in Dayton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Dayton: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the OH licensing board before hiring.

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