Financial advisers in Dayton, OH

8 registered investment adviser firms in Dayton managing $6.5B in assets, based on public SEC Form ADV filings.

Beacon Capital Management, INC.

Dayton, OH · Est. 2002

Regional

Fee-only

AUM: $4.3B
Per adviser: $852M
Advisers: 5

No reported disclosures

Dover Partners INC

Dayton, OH · Est. 1989

Local

Fee-based

AUM: $509M
Per adviser: $127M
Advisers: 4

No reported disclosures

Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH · Est. 2019

Local

Fee-based

AUM: $459M
Per adviser: $115M
Advisers: 4

No reported disclosures

Anderson Financial Strategies, LLC

Dayton, OH · Est. 2021

Local

Fee-based

AUM: $402M
Per adviser: $80M
Advisers: 5

No reported disclosures

Jessup Wealth Management

Dayton, OH · Est. 2022

Local

Fee-based

AUM: $360M
Per adviser: $51M
Advisers: 7

No reported disclosures

Tudor Financial, INC.

Dayton, OH · Est. 2020

Local

Fee-based

AUM: $256M
Per adviser: $43M
Advisers: 6

No reported disclosures

Monetary Solutions, Ltd.

Dayton, OH · Est. 2021

Local

Fee-based

AUM: $140M
Per adviser: $140M
Advisers: 1

No reported disclosures

Gudorf Financial Group, LLC

Dayton, OH · Est. 2026

Local

Fee-only

AUM: $121M
Per adviser: $61M
Advisers: 2

No reported disclosures