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Financial Advisors in Alliance, OH: 2026 rankings

75 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Alliance: The Affinity Group, RFA Score 74/100; 5.0★ from 213 Google reviews.

  2. 2

    Most-reviewed: Gem-Young Insurance & Wealth Advisors, 325 Google reviews at 4.9★, the most of 75 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

75 Alliance financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 75 rated firms.

Top 10 financial advisors in Alliance at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Alliance at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1The Affinity Group745.0★ (213)Canton, 18 mi awayTop score
2Gem-Young Insurance & Wealth Advisors734.9★ (325)Boardman, 22 mi awayMost reviews
3Robert Ruggeri: Primerica - Financial Services705.0★ (81)Akron, 21 mi away—
4Hostetler Insurance Group LLC705.0★ (54)Canton, 18 mi away—
5Ramsey Financial Group705.0★ (22)Canton, 10 mi away—
6Integrated Wealth Management705.0★ (50)Green, 19 mi away—
7Hyland Wealth Management695.0★ (45)Akron, 19 mi away—
8Mediate Financial Services695.0★ (48)Boardman, 22 mi away—
9Capital A Wealth Management (Kiefer Financial Services)685.0★ (41)Boardman, 22 mi away—
10Mutual of Omaha Mortgage685.0★ (22)North Canton, 16 mi away—

All 75 financial advisors in Alliance, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Alliance

    #1 The Affinity Group

    Based in Canton, 18 mi away

    74/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 213 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 213 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4481 Munson St NW #302, Canton, OH 44718
    View profile for The Affinity Group(330) 526-8412

  8. #8 Mediate Financial Services

    Based in Boardman, 22 mi away

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 48 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    6674 Tippecanoe Rd Ste 5 & 6, Canfield, OH 44406
    View profile for Mediate Financial Services(330) 702-3556

  14. #14 Northwestern Mutual

    Based in Canton, 18 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    4726 Hills and Dales Rd NW #201, Canton, OH 44708
    View profile for Northwestern Mutual(330) 492-9700

  20. #20 Chosen 1 Consulting LLC

    Based in Canton, 16 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–9 PM · Sat 10 AM–5 PM · Sun closed
    Address
    1124 McKinley Ave NW, Canton, OH 44703
    View profile for Chosen 1 Consulting LLC(330) 267-7745

  21. #21 FJF Wealth Management Co.

    Based in Boardman, 22 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9:30 AM–5 PM · Fri 10 AM–4:30 PM · Sat–Sun closed
    Address
    3660 Starr Centre Dr, Canfield, OH 44406
    View profile for FJF Wealth Management Co.(330) 967-4024

  24. #24 Upper Room Solutions

    Based in Cuyahoga Falls, 25 mi away

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 19 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    127 Portage Trail 2nd Floor, Cuyahoga Falls, OH 44221
    View profile for Upper Room Solutions(330) 260-1647

  25. #25 Western & Southern Life

    Based in Youngstown, 22 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 20 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 20 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    320 S Canfield-Niles Rd, Youngstown, OH 44515
    View profile for Western & Southern Life(330) 792-6818

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 75 ranked financial advisors here; the rest are on their profiles.

financial advisors in Alliance, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Commonwealth Bank643.5★ (17)16 mi
27Rockport Wealth Advisors644.8★ (13)24 mi
28Hunter Associates644.0★ (4)13 mi
29Reese Accounting Tax and Financial Services645.0★ (6)19 mi
30Golden Reserve644.8★ (5)18 mi
31Share the Harvest - A Faith-First Tax Firm645.0★ (4)17 mi
32Edward Jones - Financial Advisor: Todd R Loxley645.0★ (5)19 mi
33Fitting Tax & Financial645.0★ (4)18 mi
34Sirak Financial Services645.0★ (4)18 mi
35Maurer Financial Services635.0★ (4)18 mi
36Affinity Advisory Network LLC633.5★ (8)18 mi
37Stark Federal Credit Union633.4★ (56)18 mi
38Wells Fargo Advisors633.3★ (11)18 mi
39Baxter Associate LLC634.5★ (8)23 mi
40Innovative Retirement Planning634.9★ (7)23 mi
41Pointer Creek Wealth Management635.0★ (4)20 mi
42Ramsey Financial635.0★ (3)18 mi
43Seaman Retirement Planning635.0★ (3)17 mi
44Sanor Wealth Group - Raymond James634.6★ (9)25 mi
45NewMarket Financial Advisors635.0★ (3)18 mi
46Edward Jones - Financial Advisor: Jeff Womack, CFP®|AAMS®635.0★ (4)20 mi
47Edward Jones - Financial Advisor: Kevin J Surnear635.0★ (5)22 mi
48Legacy Investment Group, LLC634.7★ (3)17 mi
49Edward Jones - Financial Advisor: Paul Frey, ChFC®635.0★ (4)21 mi
50Bury Financial Group634.5★ (8)24 mi

Also serving Alliance

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Alliance
BusinessGoogle ratingDistance
Access Financial Group3.5★ (2)16 mi
Apprisen5.0★ (2)15 mi
Brian Hamilton - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Edward Jones - Financial Advisor: Jennifer K Twiddy, CEPA®|AAMS®5.0★ (2)17 mi
Edward Jones - Financial Advisor: John C Messina, CFP®|ABFP®|AAMS®5.0★ (1)In Alliance
Edward Jones - Financial Advisor: John H Wise, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Kim Caldwell5.0★ (2)16 mi
Edward Jones - Financial Advisor: Michael Messina5.0★ (2)In Alliance
Edward Jones - Financial Advisor: Nicholas J MessinaIn Alliance
Edward Jones - Financial Advisor: Tom Marchese, CFP®|AAMS®5.0★ (2)16 mi
JR Hassen Wealth Management5.0★ (2)16 mi
Merrill Lynch Wealth Management3.0★ (2)18 mi
Michelle HansenIn Alliance
Nate Blair - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Rosemary Smith & Associates5.0★ (1)In Alliance
Steven KochovskiIn Alliance
Steven M Landy - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Stifel3.0★ (2)13 mi
Stifel5.0★ (2)17 mi
Summit Investments and Financial Planning5.0★ (2)17 mi

How we ranked Alliance financial advisors

We scored 75 Alliance financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Alliance data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Alliance: frequently asked questions

Which financial advisor has the highest RFA Score in Alliance?

By RFA Score, the highest-ranked financial advisor in Alliance, OH is The Affinity Group with an RFA Score of 74/100. It has 5.0★ from 213 Google reviews. Gem-Young Insurance & Wealth Advisors (#2) and Robert Ruggeri: Primerica - Financial Services (#3) follow. We ranked 75 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Alliance?

RankedFinancialAdvisors ranks 75 financial advisors serving Alliance, OH. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Alliance work on weekends?

4 of 75 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Piciacchia Prosperity Financial Coaching (#18) and Chosen 1 Consulting LLC (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Alliance financial advisors have?

The median Google rating among 75 rated financial advisors in Alliance is 5.0★, with a median of 7 reviews. Gem-Young Insurance & Wealth Advisors has the most, 325 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Alliance count in this ranking?

Yes, if they are within 25 mi of the Alliance city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Alliance ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Alliance a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Alliance

  1. November 2026: RFA Scores recalculated for 75 financial advisors serving Alliance.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Alliance pages